From 1cd0ad998f721e887f22b5aa4d7ca2f76d9214e8 Mon Sep 17 00:00:00 2001 From: metacube Date: Wed, 13 May 2026 07:30:43 +0200 Subject: [PATCH] Refactor HR KPI cockpit architecture --- .../Components/HrKpi/HrKpiDashboardTabs.razor | 587 +++++++++++ .../Components/Pages/HrKpi.razor | 585 +---------- TrafagSalesExporter/Models/HrKpiModels.cs | 29 +- TrafagSalesExporter/Program.cs | 2 + .../Services/HrKpi/HrKpiDashboardBuilder.cs | 988 ++++++++++++++++++ TrafagSalesExporter/Services/HrKpiService.cs | 986 +---------------- .../HrKpiServiceTests.cs | 174 +++ TrafagSalesExporter/appsettings.json | 8 + 8 files changed, 1802 insertions(+), 1557 deletions(-) create mode 100644 TrafagSalesExporter/Components/HrKpi/HrKpiDashboardTabs.razor create mode 100644 TrafagSalesExporter/Services/HrKpi/HrKpiDashboardBuilder.cs create mode 100644 TrafagSalesExporter/TrafagSalesExporter.Tests/HrKpiServiceTests.cs diff --git a/TrafagSalesExporter/Components/HrKpi/HrKpiDashboardTabs.razor b/TrafagSalesExporter/Components/HrKpi/HrKpiDashboardTabs.razor new file mode 100644 index 0000000..3f3f829 --- /dev/null +++ b/TrafagSalesExporter/Components/HrKpi/HrKpiDashboardTabs.razor @@ -0,0 +1,587 @@ +@using Microsoft.AspNetCore.Components +@using TrafagSalesExporter.Models +@using TrafagSalesExporter.Services +@inject IUiTextService UiText + + + + @MetricGrid(Result.Metrics) + + + + @HeadcountByOrganisationTable(Result.HeadcountByOrganisation) + + + @CriticalBalancesTable(Result.CriticalTimeBalances) + + + + + + @MetricGrid(Result.TurnoverMetrics) + + + + @TurnoverRelevantTable(Result.FluctuationRelevantLeavers) + + + @LeaverExclusionTable(Result.Leavers) + + + + + + @TurnoverGauge(Result.TurnoverVisuals) + + + @TurnoverFunnel(Result.TurnoverVisuals.FunnelSteps) + + + @TurnoverDonut(Result.TurnoverVisuals.ExclusionReasons) + + + + + + @HorizontalBars(Result.TurnoverVisuals.RelevantByOrganisation) + + + @MonthlyBars(Result.TurnoverVisuals.MonthlyRelevantLeavers) + + + + + + @MetricGrid(Result.AbsenceMetrics) + + @T("Absenzen je Mitarbeiter", "Absences by employee") + + + @T("Personalnr.", "Personnel no.") + @T("Name", "Name") + @T("Organisation", "Organisation") + @T("Kurz", "Short") + @T("Lang", "Long") + @T("Gesamt", "Total") + @T("Quote", "Rate") + + + @context.Personalnummer + @context.Name + @context.Organisationseinheit + @context.KrankheitstageKurz.ToString("N1") + @context.KrankheitstageLang.ToString("N1") + @context.KrankheitstageGesamt.ToString("N1") + @context.KrankenquoteMa.ToString("P1") + + + + + + + + + + @MetricGrid(Result.TimeVacationMetrics) + + + + @CriticalBalancesTable(Result.CriticalTimeBalances) + + + + @T("Kritische Restferien", "Critical vacation balance") + + + @T("Name", "Name") + @T("Organisation", "Organisation") + @T("Rest", "Left") + @T("Ausstehend", "Open") + @T("Ampel", "Status") + + + @context.NameVoll + @context.Organisationseinheit + @context.UrlaubRest.ToString("N1") + @context.FerienAusstehend.ToString("N1") + + + @context.RestferienAmpel + + + + + + + + + + + @EmployeesTable(Result.Employees) + + + + @FileStatusTable(Result.FileStatuses) + + + +@code { + [Parameter, EditorRequired] public HrKpiResult Result { get; set; } = new(); + + private string T(string german, string english) => UiText.Text(german, english); + + private static Color MetricColor(string severity) + => severity == "Warning" ? Color.Warning : Color.Default; + + private static Color TrafficLightColor(string value) + => value switch + { + "Rot" => Color.Error, + "Gelb" => Color.Warning, + _ => Color.Success + }; + + private static string FormatDate(DateTime? value) + => value?.ToString("dd.MM.yyyy") ?? "-"; + + private RenderFragment> MetricGrid => metrics => @ + @foreach (var metric in metrics) + { + + + @metric.Label + @metric.Value + @metric.Detail + + + } + ; + + private RenderFragment> HeadcountByOrganisationTable => items => @ + @T("Headcount nach Organisation", "Headcount by organisation") + + + @T("Organisation", "Organisation") + @T("Headcount", "Headcount") + FTE + + + @context.Label + @context.Count.ToString("N0") + @context.Value.ToString("N1") + + + ; + + private RenderFragment> CriticalBalancesTable => items => @ + @T("Kritische GLZ-Saldi", "Critical time balances") + + + @T("Name", "Name") + @T("Organisation", "Organisation") + @T("Saldo", "Balance") + @T("Ampel", "Status") + + + @context.NameVoll + @context.Organisationseinheit + @context.StundenSaldo.ToString("N1") + + + @context.GlzAmpel + + + + + ; + + private RenderFragment> TurnoverRelevantTable => items => @ + @T("Fluktuationsrelevante Austritte", "Turnover relevant leavers") + + + @T("Name", "Name") + @T("Austritt", "Exit") + @T("Organisation", "Organisation") + @T("Austrittsart", "Exit type") + + + @context.NameVoll + @FormatDate(context.Austrittsdatum) + @context.Organisationseinheit + @context.Austrittsart + + + ; + + private RenderFragment> LeaverExclusionTable => items => @ + @T("Ausschlussgruende", "Exclusion reasons") + + + @T("Grund", "Reason") + @T("Anzahl", "Count") + + + @context.Label + @context.Count.ToString("N0") + + + ; + + private RenderFragment> EmployeesTable => items => @ + @T("Mitarbeitende", "Employees") + + + @T("Personalnr.", "Personnel no.") + @T("Name", "Name") + @T("Organisation", "Organisation") + @T("Kostenstelle", "Cost center") + FTE + @T("Alter", "Age") + @T("Dienstjahre", "Service years") + @T("Typ", "Type") + + + @context.Personalnummer + @context.NameVoll + @context.Organisationseinheit + @context.KostenstelleText + @context.Fte.ToString("N2") + @context.AlterJahre + @context.Dienstjahre + @context.Mitarbeitertyp + + + + + + ; + + private RenderFragment> FileStatusTable => items => @ + @T("Dateistatus", "File status") + + + @T("Quelle", "Source") + @T("Status", "Status") + @T("Zeilen", "Rows") + + + + @context.Label + @context.Path + + + + @(context.Message ?? "-") + + + @context.RowCount.ToString("N0") + + + ; + + private static IEnumerable BuildLeaverExclusionRows(IReadOnlyList items) + => items + .GroupBy(x => x.FluktuationAusschlussgrund ?? "Relevant") + .Select(g => new HrKpiGroupValue { Label = g.Key, Count = g.Count(), Value = g.Count() }) + .OrderByDescending(x => x.Count); + + private RenderFragment TurnoverGauge => visual => @ + @T("Jahres-Fluktuation", "Annual turnover") +
+
+
+
+
@visual.YearRateLabel
+
0-20%
+
+
+
+ 0% + 8% + 12% + 20%+ +
+ ; + + private RenderFragment> TurnoverFunnel => items => @ + @T("Austritts-Funnel", "Leaver funnel") +
+ @foreach (var item in items) + { +
+
@item.Label
+
+
+ @item.Count.ToString("N0") +
+
+
+ } +
+ ; + + private RenderFragment> TurnoverDonut => items => @ + @T("Ausschlussgruende", "Exclusion reasons") +
+
+
@items.Sum(x => x.Count).ToString("N0")
+
+
+ @foreach (var item in items.Take(7)) + { +
+ + @item.Label + @item.Count.ToString("N0") +
+ } +
+
+ ; + + private RenderFragment> HorizontalBars => items => @ + @T("Relevante Austritte nach Organisation", "Relevant leavers by organisation") +
+ @foreach (var item in items) + { +
+
@item.Label
+
+
+
+
@item.Count.ToString("N0")
+
+ } +
+ ; + + private RenderFragment> MonthlyBars => items => @ + @T("Relevante Austritte pro Monat", "Relevant leavers per month") +
+ @foreach (var item in items) + { +
+
0 ? 8 : 1).ToString("0.##", System.Globalization.CultureInfo.InvariantCulture)}%; background:{item.Color}")">
+
@item.Count
+
@item.Label
+
+ } +
+ ; + + private static string BuildDonutStyle(IReadOnlyList items) + { + var total = items.Sum(x => x.Count); + if (total <= 0) + return "background:#e0e0e0"; + var current = 0m; + var segments = new List(); + foreach (var item in items) + { + var start = current; + current += item.Count / (decimal)total * 100m; + segments.Add($"{item.Color} {start.ToString("0.##", System.Globalization.CultureInfo.InvariantCulture)}% {current.ToString("0.##", System.Globalization.CultureInfo.InvariantCulture)}%"); + } + return $"background:conic-gradient({string.Join(", ", segments)})"; + } +} + + + diff --git a/TrafagSalesExporter/Components/Pages/HrKpi.razor b/TrafagSalesExporter/Components/Pages/HrKpi.razor index 6fb6ad8..e149b3e 100644 --- a/TrafagSalesExporter/Components/Pages/HrKpi.razor +++ b/TrafagSalesExporter/Components/Pages/HrKpi.razor @@ -1,6 +1,9 @@ -@page "/hr-kpi" +@page "/hr-kpi" +@using Microsoft.Extensions.Options +@using TrafagSalesExporter.Components.HrKpi @using TrafagSalesExporter.Services @inject IHrKpiService HrKpiService +@inject IOptions DataSourceOptions @inject ISnackbar Snackbar @inject IUiTextService UiText @@ -102,131 +105,12 @@ } - - - @MetricGrid(_result.Metrics) + - - - @HeadcountByOrganisationTable(_result.HeadcountByOrganisation) - - - @CriticalBalancesTable(_result.CriticalTimeBalances) - - - - - - @MetricGrid(_result.TurnoverMetrics) - - - - @TurnoverRelevantTable(_result.FluctuationRelevantLeavers) - - - @LeaverExclusionTable(_result.Leavers) - - - - - - @TurnoverGauge(_result.TurnoverVisuals) - - - @TurnoverFunnel(_result.TurnoverVisuals.FunnelSteps) - - - @TurnoverDonut(_result.TurnoverVisuals.ExclusionReasons) - - - - - - @HorizontalBars(_result.TurnoverVisuals.RelevantByOrganisation) - - - @MonthlyBars(_result.TurnoverVisuals.MonthlyRelevantLeavers) - - - - - - @MetricGrid(_result.AbsenceMetrics) - - @T("Absenzen je Mitarbeiter", "Absences by employee") - - - @T("Personalnr.", "Personnel no.") - @T("Name", "Name") - @T("Organisation", "Organisation") - @T("Kurz", "Short") - @T("Lang", "Long") - @T("Gesamt", "Total") - @T("Quote", "Rate") - - - @context.Personalnummer - @context.Name - @context.Organisationseinheit - @context.KrankheitstageKurz.ToString("N1") - @context.KrankheitstageLang.ToString("N1") - @context.KrankheitstageGesamt.ToString("N1") - @context.KrankenquoteMa.ToString("P1") - - - - - - - - - - @MetricGrid(_result.TimeVacationMetrics) - - - - @CriticalBalancesTable(_result.CriticalTimeBalances) - - - - @T("Kritische Restferien", "Critical vacation balance") - - - @T("Name", "Name") - @T("Organisation", "Organisation") - @T("Rest", "Left") - @T("Ausstehend", "Open") - @T("Ampel", "Status") - - - @context.NameVoll - @context.Organisationseinheit - @context.UrlaubRest.ToString("N1") - @context.FerienAusstehend.ToString("N1") - - - @context.RestferienAmpel - - - - - - - - - - - @EmployeesTable(_result.Employees) - - - - @FileStatusTable(_result.FileStatuses) - - } @code { - private string _dataFolder = @"C:\temp"; + private string _dataFolder = HrKpiDataSourceOptions.DefaultFolder; private int _year = DateTime.Today.Year; private DateTime? _fromDate; private DateTime? _toDate; @@ -252,6 +136,7 @@ protected override async Task OnInitializedAsync() { + _dataFolder = DataSourceOptions.Value.Normalize().DataFolder; await LoadAsync(); } @@ -287,460 +172,4 @@ } private string T(string german, string english) => UiText.Text(german, english); - - private static Color MetricColor(string severity) - => severity == "Warning" ? Color.Warning : Color.Default; - - private static Color TrafficLightColor(string value) - => value switch - { - "Rot" => Color.Error, - "Gelb" => Color.Warning, - _ => Color.Success - }; - - private static string FormatDate(DateTime? value) - => value?.ToString("dd.MM.yyyy") ?? "-"; } - -@code { - private RenderFragment> MetricGrid => metrics => @ - @foreach (var metric in metrics) - { - - - @metric.Label - @metric.Value - @metric.Detail - - - } - ; - - private RenderFragment> HeadcountByOrganisationTable => items => @ - @T("Headcount nach Organisation", "Headcount by organisation") - - - @T("Organisation", "Organisation") - @T("Headcount", "Headcount") - FTE - - - @context.Label - @context.Count.ToString("N0") - @context.Value.ToString("N1") - - - ; - - private RenderFragment> CriticalBalancesTable => items => @ - @T("Kritische GLZ-Saldi", "Critical time balances") - - - @T("Name", "Name") - @T("Organisation", "Organisation") - @T("Saldo", "Balance") - @T("Ampel", "Status") - - - @context.NameVoll - @context.Organisationseinheit - @context.StundenSaldo.ToString("N1") - - - @context.GlzAmpel - - - - - ; - - private RenderFragment> TurnoverRelevantTable => items => @ - @T("Fluktuationsrelevante Austritte", "Turnover relevant leavers") - - - @T("Name", "Name") - @T("Austritt", "Exit") - @T("Organisation", "Organisation") - @T("Austrittsart", "Exit type") - - - @context.NameVoll - @FormatDate(context.Austrittsdatum) - @context.Organisationseinheit - @context.Austrittsart - - - ; - - private RenderFragment> LeaverExclusionTable => items => @ - @T("Ausschlussgruende", "Exclusion reasons") - - - @T("Grund", "Reason") - @T("Anzahl", "Count") - - - @context.Label - @context.Count.ToString("N0") - - - ; - - private RenderFragment> EmployeesTable => items => @ - @T("Mitarbeitende", "Employees") - - - @T("Personalnr.", "Personnel no.") - @T("Name", "Name") - @T("Organisation", "Organisation") - @T("Kostenstelle", "Cost center") - FTE - @T("Alter", "Age") - @T("Dienstjahre", "Service years") - @T("Typ", "Type") - - - @context.Personalnummer - @context.NameVoll - @context.Organisationseinheit - @context.KostenstelleText - @context.Fte.ToString("N2") - @context.AlterJahre - @context.Dienstjahre - @context.Mitarbeitertyp - - - - - - ; - - private RenderFragment> FileStatusTable => items => @ - @T("Dateistatus", "File status") - - - @T("Quelle", "Source") - @T("Status", "Status") - @T("Zeilen", "Rows") - - - - @context.Label - @context.Path - - - - @(context.Message ?? "-") - - - @context.RowCount.ToString("N0") - - - ; - - private static IEnumerable BuildLeaverExclusionRows(IReadOnlyList items) - => items - .GroupBy(x => x.FluktuationAusschlussgrund ?? "Relevant") - .Select(g => new HrKpiGroupValue { Label = g.Key, Count = g.Count(), Value = g.Count() }) - .OrderByDescending(x => x.Count); - - private RenderFragment TurnoverGauge => visual => @ - @T("Jahres-Fluktuation", "Annual turnover") -
-
-
-
-
@visual.YearRateLabel
-
0-20%
-
-
-
- 0% - 8% - 12% - 20%+ -
- ; - - private RenderFragment> TurnoverFunnel => items => @ - @T("Austritts-Funnel", "Leaver funnel") -
- @foreach (var item in items) - { -
-
@item.Label
-
-
- @item.Count.ToString("N0") -
-
-
- } -
- ; - - private RenderFragment> TurnoverDonut => items => @ - @T("Ausschlussgruende", "Exclusion reasons") -
-
-
@items.Sum(x => x.Count).ToString("N0")
-
-
- @foreach (var item in items.Take(7)) - { -
- - @item.Label - @item.Count.ToString("N0") -
- } -
-
- ; - - private RenderFragment> HorizontalBars => items => @ - @T("Relevante Austritte nach Organisation", "Relevant leavers by organisation") -
- @foreach (var item in items) - { -
-
@item.Label
-
-
-
-
@item.Count.ToString("N0")
-
- } -
- ; - - private RenderFragment> MonthlyBars => items => @ - @T("Relevante Austritte pro Monat", "Relevant leavers per month") -
- @foreach (var item in items) - { -
-
0 ? 8 : 1).ToString("0.##", System.Globalization.CultureInfo.InvariantCulture)}%; background:{item.Color}")">
-
@item.Count
-
@item.Label
-
- } -
- ; - - private static string BuildDonutStyle(IReadOnlyList items) - { - var total = items.Sum(x => x.Count); - if (total <= 0) - return "background:#e0e0e0"; - var current = 0m; - var segments = new List(); - foreach (var item in items) - { - var start = current; - current += item.Count / (decimal)total * 100m; - segments.Add($"{item.Color} {start.ToString("0.##", System.Globalization.CultureInfo.InvariantCulture)}% {current.ToString("0.##", System.Globalization.CultureInfo.InvariantCulture)}%"); - } - return $"background:conic-gradient({string.Join(", ", segments)})"; - } -} - - diff --git a/TrafagSalesExporter/Models/HrKpiModels.cs b/TrafagSalesExporter/Models/HrKpiModels.cs index c13ae91..4190ccb 100644 --- a/TrafagSalesExporter/Models/HrKpiModels.cs +++ b/TrafagSalesExporter/Models/HrKpiModels.cs @@ -2,7 +2,7 @@ namespace TrafagSalesExporter.Models; public sealed class HrKpiOptions { - public string DataFolder { get; set; } = @"C:\temp"; + public string DataFolder { get; set; } = HrKpiDataSourceOptions.DefaultFolder; public int Year { get; set; } = DateTime.Today.Year; public DateTime? FromDate { get; set; } public DateTime? ToDate { get; set; } @@ -16,6 +16,33 @@ public sealed class HrKpiOptions public string? SearchText { get; set; } } +public sealed class HrKpiDataSourceOptions +{ + public const string SectionName = "HrKpi"; + public const string DefaultFolder = @"C:\temp"; + + public string DataFolder { get; set; } = DefaultFolder; + public string MainFile { get; set; } = "Saldiperstichdatum.xlsx"; + public string TimeFile { get; set; } = "Exportkommengehen.xlsx"; + public string SapFile { get; set; } = "HR_KPI_Export.xlsx"; + public string AbsenceFile { get; set; } = "Abwesenheitinstunden.xlsx"; + public string LeaverFile { get; set; } = "Personalausgeschieden.xlsx"; + + public HrKpiDataSourceOptions Normalize() + => new() + { + DataFolder = NormalizeText(DataFolder, DefaultFolder), + MainFile = NormalizeText(MainFile, "Saldiperstichdatum.xlsx"), + TimeFile = NormalizeText(TimeFile, "Exportkommengehen.xlsx"), + SapFile = NormalizeText(SapFile, "HR_KPI_Export.xlsx"), + AbsenceFile = NormalizeText(AbsenceFile, "Abwesenheitinstunden.xlsx"), + LeaverFile = NormalizeText(LeaverFile, "Personalausgeschieden.xlsx") + }; + + private static string NormalizeText(string? value, string fallback) + => string.IsNullOrWhiteSpace(value) ? fallback : value.Trim(); +} + public sealed class HrKpiResult { public HrKpiOptions Options { get; set; } = new(); diff --git a/TrafagSalesExporter/Program.cs b/TrafagSalesExporter/Program.cs index 7707548..14ab3de 100644 --- a/TrafagSalesExporter/Program.cs +++ b/TrafagSalesExporter/Program.cs @@ -4,6 +4,7 @@ using Microsoft.AspNetCore.Server.IISIntegration; using Microsoft.EntityFrameworkCore; using MudBlazor.Services; using TrafagSalesExporter.Data; +using TrafagSalesExporter.Models; using TrafagSalesExporter.Security; using TrafagSalesExporter.Services; using TrafagSalesExporter.Services.DataSources; @@ -43,6 +44,7 @@ builder.Services.AddAuthorization(options => builder.Services.AddMudServices(); builder.Services.AddHttpClient(nameof(ExchangeRateImportService)); +builder.Services.Configure(builder.Configuration.GetSection(HrKpiDataSourceOptions.SectionName)); builder.Services.AddDbContextFactory(options => options.UseSqlite("Data Source=trafag_exporter.db;Default Timeout=60")); diff --git a/TrafagSalesExporter/Services/HrKpi/HrKpiDashboardBuilder.cs b/TrafagSalesExporter/Services/HrKpi/HrKpiDashboardBuilder.cs new file mode 100644 index 0000000..5dc4e3c --- /dev/null +++ b/TrafagSalesExporter/Services/HrKpi/HrKpiDashboardBuilder.cs @@ -0,0 +1,988 @@ +using System.Globalization; +using System.Text; +using ClosedXML.Excel; +using TrafagSalesExporter.Models; + +namespace TrafagSalesExporter.Services; + +internal sealed class HrKpiDashboardBuilder +{ + private readonly HrKpiDataSourceOptions _dataSources; + + public HrKpiDashboardBuilder(HrKpiDataSourceOptions dataSources) + { + _dataSources = dataSources.Normalize(); + } + + public HrKpiResult Build(HrKpiOptions options) + { + var normalizedOptions = new HrKpiOptions + { + DataFolder = string.IsNullOrWhiteSpace(options.DataFolder) ? _dataSources.DataFolder : options.DataFolder.Trim(), + Year = options.Year <= 0 ? DateTime.Today.Year : options.Year, + FromDate = options.FromDate?.Date, + ToDate = options.ToDate?.Date, + EntryYear = options.EntryYear, + Organisationseinheit = NormalizeFilter(options.Organisationseinheit), + KostenstelleText = NormalizeFilter(options.KostenstelleText), + Mitarbeitertyp = NormalizeFilter(options.Mitarbeitertyp), + FluktuationFilter = NormalizeFilter(options.FluktuationFilter), + GlzAmpel = NormalizeFilter(options.GlzAmpel), + RestferienAmpel = NormalizeFilter(options.RestferienAmpel), + SearchText = NormalizeFilter(options.SearchText) + }; + + var result = new HrKpiResult { Options = normalizedOptions }; + var context = new ImportContext(result, normalizedOptions.DataFolder); + + var timeRows = LoadTimeRows(context); + var sapRows = LoadSapRows(context); + var employees = LoadEmployees(context, timeRows, sapRows); + var absences = LoadAbsences(context); + var leavers = LoadLeavers(context); + + result.OrganisationOptions = employees + .Select(x => x.Organisationseinheit) + .Where(x => !string.IsNullOrWhiteSpace(x)) + .Distinct(StringComparer.OrdinalIgnoreCase) + .OrderBy(x => x, StringComparer.OrdinalIgnoreCase) + .ToList(); + result.KostenstelleOptions = employees + .Select(x => x.KostenstelleText) + .Where(x => !string.IsNullOrWhiteSpace(x)) + .Distinct(StringComparer.OrdinalIgnoreCase) + .OrderBy(x => x, StringComparer.OrdinalIgnoreCase) + .ToList(); + result.EntryYearOptions = employees + .Where(x => x.Eintrittsdatum.HasValue) + .Select(x => x.Eintrittsdatum!.Value.Year) + .Distinct() + .OrderByDescending(x => x) + .ToList(); + result.MitarbeitertypOptions = employees + .Select(x => x.Mitarbeitertyp) + .Where(x => !string.IsNullOrWhiteSpace(x)) + .Distinct(StringComparer.OrdinalIgnoreCase) + .OrderBy(x => x, StringComparer.OrdinalIgnoreCase) + .ToList(); + + var analysisYear = ResolveAnalysisYear(normalizedOptions); + var filteredEmployees = ApplyEmployeeFilters(employees, normalizedOptions).ToList(); + var filteredEmployeeNumbers = filteredEmployees + .Where(x => x.Personalnummer.HasValue) + .Select(x => x.Personalnummer!.Value) + .ToHashSet(); + + employees = filteredEmployees; + absences = ApplyAbsenceFilters(absences, normalizedOptions, filteredEmployeeNumbers).ToList(); + leavers = ApplyLeaverFilters(leavers, normalizedOptions).ToList(); + + result.Employees = employees; + result.Absences = absences; + result.Leavers = leavers; + result.Metrics = BuildOverviewMetrics(employees, absences, leavers, analysisYear); + result.TurnoverMetrics = BuildTurnoverMetrics(employees, leavers, analysisYear, ResolveTurnoverAnchorDate(normalizedOptions, analysisYear)); + result.AbsenceMetrics = BuildAbsenceMetrics(employees, absences); + result.TimeVacationMetrics = BuildTimeVacationMetrics(employees); + result.TurnoverVisuals = BuildTurnoverVisuals(employees, leavers, analysisYear); + result.HeadcountByOrganisation = employees + .GroupBy(x => BlankAsUnknown(x.Organisationseinheit), StringComparer.OrdinalIgnoreCase) + .Select(g => new HrKpiGroupValue + { + Label = g.Key, + Count = g.Select(x => x.Personalnummer).Distinct().Count(), + Value = g.Sum(x => x.Fte) + }) + .OrderByDescending(x => x.Count) + .ThenBy(x => x.Label, StringComparer.OrdinalIgnoreCase) + .Take(12) + .ToList(); + result.CriticalTimeBalances = employees + .OrderByDescending(x => Math.Abs(x.StundenSaldo)) + .Take(25) + .ToList(); + result.FluctuationRelevantLeavers = leavers + .Where(x => x.IstFluktuationsrelevant) + .OrderByDescending(x => x.Austrittsdatum) + .Take(25) + .ToList(); + + if (employees.Count == 0) + result.Notices.Add($"Keine aktiven Mitarbeitenden geladen. Pruefe {_dataSources.MainFile} und die Filter."); + var missingEmployeeNumberCount = employees.Count(x => !x.Personalnummer.HasValue); + if (missingEmployeeNumberCount > 0) + result.Notices.Add($"{missingEmployeeNumberCount:N0} aktive Mitarbeitendenzeilen ohne Personalnummer werden in Headcount-Distinct-Kennzahlen nicht mitgezaehlt."); + var missingFteCount = employees.Count(x => !x.BeschaeftigungsgradProzent.HasValue); + if (missingFteCount > 0) + result.Notices.Add($"{missingFteCount:N0} aktive Mitarbeitendenzeilen ohne SAP-Beschaeftigungsgrad verwenden einen FTE-Fallback aus Rexx-Arbeitszeitmodell/Sollzeit."); + if (!context.HasFile(_dataSources.MainFile)) + result.Notices.Add($"Hauptdatei fehlt: {_dataSources.MainFile}. Ohne diese Datei sind keine HR-KPIs moeglich."); + if (!context.HasFile(_dataSources.SapFile)) + result.Notices.Add($"SAP-Datei {_dataSources.SapFile} fehlt. SAP-only Felder wie Geschlecht, Beschaeftigungsgrad, BU/NBU und Planstelle bleiben leer."); + if (!context.HasFile(_dataSources.AbsenceFile)) + result.Notices.Add("Rexx-Absenzen fehlen. Absenzquote und Krankheitstage bleiben 0."); + if (!context.HasFile(_dataSources.LeaverFile)) + result.Notices.Add("Rexx-Austritte fehlen. Fluktuationskennzahlen bleiben 0."); + + return result; + } + + private List LoadEmployees( + ImportContext context, + IReadOnlyDictionary timeRows, + IReadOnlyDictionary sapRows) + { + return context.ReadRows(_dataSources.MainFile, "Rexx #757 Saldi", (row, headers) => + { + var personalnummer = ReadInt(row, headers, "Personalnummer"); + var name = ReadString(row, headers, "Nachname, Vorname (Link Personal)", "Name_Rexx"); + var key = BuildPersonalKey(personalnummer); + timeRows.TryGetValue(NormalizeKey(name), out var time); + if (!sapRows.TryGetValue(key, out var sap) && personalnummer.HasValue) + sapRows.TryGetValue(personalnummer.Value.ToString(CultureInfo.InvariantCulture), out sap); + + var entryDate = ReadDate(row, headers, "Eintrittsdatum"); + var birthDate = time?.Geburtsdatum; + var status = ReadString(row, headers, "Personal Status", "Personal_Status"); + var rawBalance = ReadString(row, headers, "Stunden Saldo", "Stunden_Saldo_Raw"); + var balance = ParseTimeBalance(rawBalance); + var percent = sap?.BeschaeftigungsgradProzent; + var arbeitzeitmodell = time?.Arbeitszeitmodell ?? string.Empty; + var fte = ResolveFte(percent, arbeitzeitmodell, time?.AvgSollzeitTag); + + var nameParts = SplitName(name); + var urlaubsanspruch = ReadDecimal(row, headers, "Urlaubsanspruch", "Urlaubsanspruch_Raw"); + var urlaubRest = ReadDecimal(row, headers, "Urlaub Rest", "Urlaub_Rest_Raw"); + var ferienAusstehend = ReadDecimal(row, headers, "Ferien ausstehend (Tage)", "Ferien_Ausstehend_Raw"); + var ferienBezogen = urlaubsanspruch - urlaubRest - ferienAusstehend; + + return new HrKpiEmployeeRow + { + Personalnummer = personalnummer, + NameVoll = name, + Vorname = nameParts.Vorname, + Nachname = nameParts.Nachname, + Organisationseinheit = ReadString(row, headers, "Organisation", "Organisation_Text"), + KostenstelleText = ReadString(row, headers, "Kostenstelle", "Kostenstelle_Rexx"), + Kostenstelle = ParseCostCenter(ReadString(row, headers, "Kostenstelle", "Kostenstelle_Rexx")), + Stelle = ReadString(row, headers, "Stelle", "Stelle_Rexx"), + Leitung = ReadString(row, headers, "Leitung j/n", "Leitung"), + Eintrittsdatum = entryDate, + Geburtsdatum = birthDate, + AlterJahre = YearsSince(birthDate), + Altersgruppe = BuildAgeGroup(YearsSince(birthDate)), + GeschlechtText = MapGender(sap?.Geschlecht), + BeschaeftigungsgradProzent = percent, + Fte = fte, + IstTeilzeit = percent.HasValue && percent.Value > 0 + ? percent.Value < 100 + : string.Equals(arbeitzeitmodell, "Teilzeit", StringComparison.OrdinalIgnoreCase), + Dienstjahre = YearsSince(entryDate), + IstAktiv = string.Equals(status, "Aktiv", StringComparison.OrdinalIgnoreCase), + Mitarbeitertyp = BuildEmployeeType(ReadString(row, headers, "Stelle", "Stelle_Rexx")), + StundenSaldo = balance, + GlzAmpel = BuildTrafficLight(balance), + UrlaubRest = urlaubRest, + Urlaubsanspruch = urlaubsanspruch, + FerienAusstehend = ferienAusstehend, + Ferientage = ferienBezogen < 0 ? 0 : ferienBezogen, + RestferienAmpel = urlaubRest <= 5 ? "Gruen" : "Rot", + Bruttolohn = ReadDecimal(row, headers, "Lohn", "Lohn_Raw"), + LohnWaehrung = ReadString(row, headers, "Lohn Waehrung", "Lohn Währung"), + BuTage = sap?.BuTage ?? 0, + NbuTage = sap?.NbuTage ?? 0, + Buchungskreis = sap?.Buchungskreis ?? string.Empty, + Personalbereich = sap?.Personalbereich ?? string.Empty, + Personalteilbereich = sap?.Personalteilbereich ?? string.Empty, + Mitarbeitergruppe = sap?.Mitarbeitergruppe ?? string.Empty, + Mitarbeiterkreis = sap?.Mitarbeiterkreis ?? string.Empty, + Planstelle = sap?.Planstelle ?? string.Empty, + SollStelle = sap?.SollStelle ?? string.Empty, + Periode = new DateTime(DateTime.Today.Year, DateTime.Today.Month, 1) + }; + }) + .Where(x => x.IstAktiv) + .OrderBy(x => x.Personalnummer ?? int.MaxValue) + .ToList(); + } + + private Dictionary LoadTimeRows(ImportContext context) + { + var rows = context.ReadRows(_dataSources.TimeFile, "Rexx #732 Kommen/Gehen", (row, headers) => + { + var name = ReadString(row, headers, "Nachname, Vorname (Link Personal)"); + return new TimeRow( + NormalizeKey(name), + ReadDate(row, headers, "Geburtsdatum"), + ReadString(row, headers, "Arbeitszeitmodell"), + ReadDecimal(row, headers, "O taegliche Sollarbeitszeit (Woche)", "Ø tägliche Sollarbeitszeit (Woche)", "Ø tägliche Sollarbeitszeit (Woche)")); + }); + + return rows + .Where(x => !string.IsNullOrWhiteSpace(x.NameKey)) + .GroupBy(x => x.NameKey, StringComparer.OrdinalIgnoreCase) + .ToDictionary(g => g.Key, g => g.First(), StringComparer.OrdinalIgnoreCase); + } + + private Dictionary LoadSapRows(ImportContext context) + { + var rows = context.ReadRows(_dataSources.SapFile, "SAP HR KPI", (row, headers) => + { + var pernr = ReadInt(row, headers, "Personalnummer"); + return new SapRow( + BuildPersonalKey(pernr), + ReadString(row, headers, "Buchungskreis"), + ReadString(row, headers, "Personalbereich"), + ReadString(row, headers, "Personalteilbereich"), + ReadString(row, headers, "Mitarbeitergruppe"), + ReadString(row, headers, "Mitarbeiterkreis"), + ReadString(row, headers, "Teilzeitkraft", "Teilzeitkennzeichen"), + ReadDecimalNullable(row, headers, "Beschaeftigungsgrad %", "Beschäftigungsgrad %", "Beschäftigungsgrad %", "Beschaeftigungsgrad_Prozent"), + ReadInt(row, headers, "Geschlecht"), + ReadString(row, headers, "Planstelle"), + ReadString(row, headers, "Stellenschluessel", "Stellenschlüssel", "Stellenschlüssel", "Soll_Stelle"), + ReadDecimal(row, headers, "Nichtberufsunfall Tage", "NBU_Tage"), + ReadDecimal(row, headers, "Berufsunfall Tage", "BU_Tage"), + ReadString(row, headers, "Abrechnungskreis")); + }); + + return rows + .Where(x => !string.IsNullOrWhiteSpace(x.PersonalKey)) + .GroupBy(x => x.PersonalKey, StringComparer.OrdinalIgnoreCase) + .ToDictionary(g => g.Key, g => g.First(), StringComparer.OrdinalIgnoreCase); + } + + private List LoadAbsences(ImportContext context) + { + return context.ReadRows(_dataSources.AbsenceFile, "Rexx #744 Absenzen", (row, headers) => + { + var kurz = ReadDecimal(row, headers, "Krankheit angetreten (Stunden Ind.)", "Krankheit_Kurz_Std"); + var lang = ReadDecimal(row, headers, "Krank nicht buchbar angetreten (Stunden Ind.)", "Krankheit_Lang_Std"); + var gesamt = kurz + lang; + var tage = Math.Round(gesamt / 8.4m, 1); + return new HrAbsenceRow + { + Personalnummer = ReadInt(row, headers, "Personalnummer"), + Name = ReadString(row, headers, "Nachname, Vorname (Link Personal)", "Name"), + Organisationseinheit = ReadString(row, headers, "Organisation"), + Stelle = ReadString(row, headers, "Stelle"), + Status = ReadString(row, headers, "Personal Status", "Status"), + KrankheitKurzStd = kurz, + KrankheitLangStd = lang, + KrankheitGesamtStd = gesamt, + KrankheitstageGesamt = tage, + KrankheitstageKurz = Math.Round(kurz / 8.4m, 1), + KrankheitstageLang = Math.Round(lang / 8.4m, 1), + KrankenquoteMa = tage == 0 ? 0 : tage / 21m + }; + }) + .Where(x => string.Equals(x.Status, "Aktiv", StringComparison.OrdinalIgnoreCase)) + .ToList(); + } + + private List LoadLeavers(ImportContext context) + { + return context.ReadRows(_dataSources.LeaverFile, "Rexx #381 Ausgeschieden", (row, headers) => + { + var name = ReadString(row, headers, "Nachname, Vorname (Link Personal)", "Name_Voll"); + var nameParts = SplitName(name); + var austritt = ReadDate(row, headers, "Austrittsdatum"); + var eintritt = ReadDate(row, headers, "Eintrittsdatum"); + var stelle = ReadString(row, headers, "Stelle-1", "Stelle"); + var type = BuildEmployeeType(stelle); + var reason = ReadString(row, headers, "Austrittsart"); + var normalizedReason = NormalizeReason(reason); + var isEmployeeResignation = + normalizedReason.Contains("arbeitnehmer", StringComparison.OrdinalIgnoreCase) || + normalizedReason.Contains("mitarbeiter", StringComparison.OrdinalIgnoreCase) || + normalizedReason.Contains("kuendigung an", StringComparison.OrdinalIgnoreCase) || + normalizedReason.Contains("an kuendigung", StringComparison.OrdinalIgnoreCase) || + normalizedReason.Contains("eigenkuendigung", StringComparison.OrdinalIgnoreCase) || + normalizedReason.Contains("kuendigung ma", StringComparison.OrdinalIgnoreCase) || + normalizedReason.Contains("kuendigung durch ma", StringComparison.OrdinalIgnoreCase); + var isExcluded = + !string.Equals(type, "Festangestellt", StringComparison.OrdinalIgnoreCase) || + normalizedReason.Contains("befrist", StringComparison.OrdinalIgnoreCase) || + normalizedReason.Contains("pension", StringComparison.OrdinalIgnoreCase) || + normalizedReason.Contains("rente", StringComparison.OrdinalIgnoreCase) || + normalizedReason.Contains("trafag", StringComparison.OrdinalIgnoreCase) || + normalizedReason.Contains("arbeitgeber", StringComparison.OrdinalIgnoreCase) || + normalizedReason.Contains("ag-kuendigung", StringComparison.OrdinalIgnoreCase) || + normalizedReason.Contains("ag kuendigung", StringComparison.OrdinalIgnoreCase) || + normalizedReason.Contains("kuendigung ag", StringComparison.OrdinalIgnoreCase); + var isRelevant = isEmployeeResignation && !isExcluded; + + return new HrLeaverRow + { + Personalnummer = ReadInt(row, headers, "Personalnummer"), + NameVoll = name, + Vorname = nameParts.Vorname, + Nachname = nameParts.Nachname, + Organisationseinheit = ReadString(row, headers, "Organisation-1", "Organisationseinheit"), + Stelle = stelle, + Status = ReadString(row, headers, "Personal Status", "Status"), + Austrittsdatum = austritt, + Eintrittsdatum = eintritt, + VerweildauerMonate = austritt.HasValue && eintritt.HasValue + ? Math.Round((decimal)(austritt.Value - eintritt.Value).TotalDays / 30.44m, 1) + : null, + Austrittsart = reason, + AustrittsartNormalisiert = normalizedReason, + Mitarbeitertyp = type, + IstArbeitnehmerkuendigung = isEmployeeResignation, + IstFluktuationAusgeschlossen = isExcluded, + IstFluktuationsrelevant = isRelevant, + FluktuationAusschlussgrund = isRelevant ? null : BuildExclusionReason(type, normalizedReason, isEmployeeResignation), + Austrittsmonat = austritt.HasValue ? new DateTime(austritt.Value.Year, austritt.Value.Month, 1) : null, + Austrittsjahr = austritt?.Year + }; + }) + .ToList(); + } + + private static IEnumerable ApplyEmployeeFilters(IEnumerable rows, HrKpiOptions options) + => rows.Where(x => MatchesFilter(x.Organisationseinheit, options.Organisationseinheit) && + MatchesFilter(x.KostenstelleText, options.KostenstelleText) && + MatchesFilter(x.Mitarbeitertyp, options.Mitarbeitertyp) && + MatchesFilter(x.GlzAmpel, options.GlzAmpel) && + MatchesFilter(x.RestferienAmpel, options.RestferienAmpel) && + (!options.EntryYear.HasValue || x.Eintrittsdatum?.Year == options.EntryYear.Value) && + MatchesEmployeeSearch(x, options.SearchText)); + + private static IEnumerable ApplyAbsenceFilters( + IEnumerable rows, + HrKpiOptions options, + IReadOnlySet filteredEmployeeNumbers) + => rows.Where(x => MatchesFilter(x.Organisationseinheit, options.Organisationseinheit) && + x.Personalnummer.HasValue && + filteredEmployeeNumbers.Contains(x.Personalnummer.Value) && + MatchesTextSearch(options.SearchText, x.Name, x.Personalnummer?.ToString(CultureInfo.InvariantCulture) ?? string.Empty)); + + private static IEnumerable ApplyLeaverFilters(IEnumerable rows, HrKpiOptions options) + => rows.Where(x => MatchesLeaverDateFilter(x, options) && + MatchesFilter(x.Organisationseinheit, options.Organisationseinheit) && + MatchesFilter(x.Mitarbeitertyp, options.Mitarbeitertyp) && + MatchesFluctuationFilter(x, options.FluktuationFilter) && + MatchesTextSearch(options.SearchText, x.NameVoll, x.Personalnummer?.ToString(CultureInfo.InvariantCulture) ?? string.Empty)); + + private static List BuildOverviewMetrics( + IReadOnlyCollection employees, + IReadOnlyCollection absences, + IReadOnlyCollection leavers, + int year) + { + var activeCount = CountDistinctPersons(employees.Select(x => x.Personalnummer)); + var fixedCount = CountDistinctPersons(employees + .Where(x => string.Equals(x.Mitarbeitertyp, "Festangestellt", StringComparison.OrdinalIgnoreCase)) + .Select(x => x.Personalnummer)); + var fte = employees.Sum(x => x.Fte); + var sickDays = absences.Sum(x => x.KrankheitstageGesamt); + var absenceRate = activeCount == 0 ? 0 : sickDays / (activeCount * 21m); + var relevantLeavers = CountDistinctPersons(leavers.Where(x => x.IstFluktuationsrelevant).Select(x => x.Personalnummer)); + var employeeLeavers = CountDistinctPersons(leavers.Where(x => x.IstArbeitnehmerkuendigung).Select(x => x.Personalnummer)); + var turnover = fixedCount == 0 ? 0 : relevantLeavers / (decimal)fixedCount; + var avgBalance = activeCount == 0 ? 0 : employees.Average(x => x.StundenSaldo); + var redBalance = employees.Count(x => x.GlzAmpel == "Rot"); + + return + [ + new() { Label = "Headcount aktiv", Value = activeCount.ToString("N0"), Detail = $"{fixedCount:N0} festangestellt", Severity = "Normal" }, + new() { Label = "FTE", Value = fte.ToString("N1"), Detail = "Summe Beschaeftigungsgrad", Severity = "Normal" }, + new() { Label = "Krankheitstage", Value = sickDays.ToString("N1"), Detail = $"Absenzquote {absenceRate:P1}", Severity = absenceRate > 0.05m ? "Warning" : "Normal" }, + new() { Label = $"Fluktuation {year}", Value = turnover.ToString("P1"), Detail = $"{relevantLeavers:N0} relevant von {employeeLeavers:N0} AN-Kuendigungen", Severity = turnover > 0.12m ? "Warning" : "Normal" }, + new() { Label = "GLZ Schnitt", Value = avgBalance.ToString("N1"), Detail = $"{redBalance:N0} Personen > 100h absolut", Severity = redBalance > 0 ? "Warning" : "Normal" }, + new() { Label = "Unfalltage", Value = employees.Sum(x => x.BuTage + x.NbuTage).ToString("N1"), Detail = $"BU {employees.Sum(x => x.BuTage):N1} / NBU {employees.Sum(x => x.NbuTage):N1}", Severity = "Normal" } + ]; + } + + private static List BuildTurnoverMetrics( + IReadOnlyCollection employees, + IReadOnlyCollection leavers, + int year, + DateTime anchorDate) + { + var fixedHeadcount = CountDistinctPersons(employees + .Where(x => string.Equals(x.Mitarbeitertyp, "Festangestellt", StringComparison.OrdinalIgnoreCase)) + .Select(x => x.Personalnummer)); + var totalLeavers = CountDistinctPersons(leavers.Select(x => x.Personalnummer)); + var employeeResignations = leavers + .Where(x => x.IstArbeitnehmerkuendigung) + .Select(x => x.Personalnummer) + .ToList(); + var relevantLeavers = leavers + .Where(x => x.IstFluktuationsrelevant) + .Select(x => x.Personalnummer) + .ToList(); + var nonRelevantLeavers = leavers + .Where(x => !x.IstFluktuationsrelevant) + .Select(x => x.Personalnummer) + .ToList(); + var employeeResignationCount = CountDistinctPersons(employeeResignations); + var relevantLeaverCount = CountDistinctPersons(relevantLeavers); + var nonRelevantLeaverCount = CountDistinctPersons(nonRelevantLeavers); + + var currentMonth = anchorDate.Month; + var currentQuarter = ((currentMonth - 1) / 3) + 1; + var quarterLeavers = leavers + .Where(x => x.IstFluktuationsrelevant && + x.Austrittsdatum.HasValue && + x.Austrittsdatum.Value.Year == year && + ((x.Austrittsdatum.Value.Month - 1) / 3) + 1 == currentQuarter) + .Select(x => x.Personalnummer) + .ToList(); + var monthLeavers = leavers + .Where(x => x.IstFluktuationsrelevant && + x.Austrittsdatum.HasValue && + x.Austrittsdatum.Value.Year == year && + x.Austrittsdatum.Value.Month == currentMonth) + .Select(x => x.Personalnummer) + .ToList(); + var yearLeavers = leavers + .Where(x => x.IstFluktuationsrelevant && x.Austrittsjahr == year) + .Select(x => x.Personalnummer) + .ToList(); + var quarterLeaverCount = CountDistinctPersons(quarterLeavers); + var monthLeaverCount = CountDistinctPersons(monthLeavers); + var yearLeaverCount = CountDistinctPersons(yearLeavers); + + var monthRate = fixedHeadcount == 0 ? 0 : monthLeaverCount / (decimal)fixedHeadcount; + var quarterRate = fixedHeadcount == 0 ? 0 : quarterLeaverCount / (decimal)fixedHeadcount; + var forecastRate = quarterRate * 4; + var yearRate = fixedHeadcount == 0 ? 0 : yearLeaverCount / (decimal)fixedHeadcount; + + return + [ + new() { Label = "Headcount Festangestellt", Value = fixedHeadcount.ToString("N0"), Detail = "Nenner fuer Fluktuation", Severity = "Normal" }, + new() { Label = "Austritte Total Rexx", Value = totalLeavers.ToString("N0"), Detail = "Alle Austritte in Rexx", Severity = "Normal" }, + new() { Label = "Austritte Arbeitnehmerkuendigung", Value = employeeResignationCount.ToString("N0"), Detail = "AN-/MA-Kuendigungen", Severity = "Normal" }, + new() { Label = "Austritte Fluktuationsrelevant", Value = relevantLeaverCount.ToString("N0"), Detail = "Nach HR-Definition", Severity = "Normal" }, + new() { Label = "Austritte Nicht relevant", Value = nonRelevantLeaverCount.ToString("N0"), Detail = "Ausgeschlossen oder unklar", Severity = nonRelevantLeaverCount > relevantLeaverCount ? "Warning" : "Normal" }, + new() { Label = "Fluktuation Monat %", Value = monthRate.ToString("P1"), Detail = $"{monthLeaverCount:N0} Austritte im Monat", Severity = monthRate > 0.03m ? "Warning" : "Normal" }, + new() { Label = "Avg Headcount Quartal", Value = fixedHeadcount.ToString("N0"), Detail = "Stichtagsdaten: entspricht aktuellem Headcount", Severity = "Normal" }, + new() { Label = "Austritte Quartal", Value = quarterLeaverCount.ToString("N0"), Detail = $"Quartal {currentQuarter}/{year}", Severity = "Normal" }, + new() { Label = "Fluktuation Quartal %", Value = quarterRate.ToString("P1"), Detail = "Austritte Quartal / Headcount", Severity = quarterRate > 0.08m ? "Warning" : "Normal" }, + new() { Label = "Fluktuation Hochrechnung Jahr %", Value = forecastRate.ToString("P1"), Detail = "Quartalsrate x 4", Severity = forecastRate > 0.12m ? "Warning" : "Normal" }, + new() { Label = "Avg Headcount Jahr", Value = fixedHeadcount.ToString("N0"), Detail = "Stichtagsdaten: entspricht aktuellem Headcount", Severity = "Normal" }, + new() { Label = "Austritte Jahr", Value = yearLeaverCount.ToString("N0"), Detail = $"Fluktuationsrelevant {year}", Severity = "Normal" }, + new() { Label = "Fluktuation Jahr Effektiv %", Value = yearRate.ToString("P1"), Detail = "Austritte Jahr / Headcount", Severity = yearRate > 0.12m ? "Warning" : "Normal" }, + new() { Label = "Ausschlussgrund Anzahl", Value = totalLeavers.ToString("N0"), Detail = "Basis fuer Ausschlussgrund-Tabelle", Severity = "Normal" } + ]; + } + + private static List BuildAbsenceMetrics( + IReadOnlyCollection employees, + IReadOnlyCollection absences) + { + var headcount = CountDistinctPersons(employees.Select(x => x.Personalnummer)); + var totalSick = absences.Sum(x => x.KrankheitstageGesamt); + var shortSick = absences.Sum(x => x.KrankheitstageKurz); + var longSick = absences.Sum(x => x.KrankheitstageLang); + var absenceRate = headcount == 0 ? 0 : totalSick / (headcount * 21m); + var bu = employees.Sum(x => x.BuTage); + var nbu = employees.Sum(x => x.NbuTage); + + return + [ + new() { Label = "Krankheitstage Gesamt", Value = totalSick.ToString("N1"), Detail = $"{absences.Count:N0} aktive Absenzenzeilen", Severity = absenceRate > 0.05m ? "Warning" : "Normal" }, + new() { Label = "Krankheit Kurz", Value = shortSick.ToString("N1"), Detail = "Rexx kurz / 8.4h", Severity = "Normal" }, + new() { Label = "Krankheit Lang", Value = longSick.ToString("N1"), Detail = "Rexx lang / 8.4h", Severity = longSick > shortSick ? "Warning" : "Normal" }, + new() { Label = "Krankenquote", Value = absenceRate.ToString("P1"), Detail = "Krankheitstage / 21 Tage / Headcount", Severity = absenceRate > 0.05m ? "Warning" : "Normal" }, + new() { Label = "BU-Tage", Value = bu.ToString("N1"), Detail = "SAP HR KPI", Severity = "Normal" }, + new() { Label = "NBU-Tage", Value = nbu.ToString("N1"), Detail = "SAP HR KPI", Severity = "Normal" }, + new() { Label = "Unfalltage Total", Value = (bu + nbu).ToString("N1"), Detail = "BU + NBU", Severity = "Normal" } + ]; + } + + private static List BuildTimeVacationMetrics(IReadOnlyCollection employees) + { + var headcount = employees.Count; + var avgBalance = headcount == 0 ? 0 : employees.Average(x => x.StundenSaldo); + var red = employees.Count(x => x.GlzAmpel == "Rot"); + var yellow = employees.Count(x => x.GlzAmpel == "Gelb"); + var vacationEntitlement = employees.Sum(x => x.Urlaubsanspruch); + var vacationUsed = employees.Sum(x => x.Ferientage); + var vacationLeft = employees.Sum(x => x.UrlaubRest); + var vacationOpen = employees.Sum(x => x.FerienAusstehend); + var restVacationRed = employees.Count(x => x.RestferienAmpel == "Rot"); + + return + [ + new() { Label = "GLZ-Saldo Schnitt", Value = avgBalance.ToString("N1"), Detail = "Stunden pro Mitarbeiter", Severity = Math.Abs(avgBalance) > 50 ? "Warning" : "Normal" }, + new() { Label = "GLZ Gelb", Value = yellow.ToString("N0"), Detail = "51-100h absolut", Severity = yellow > 0 ? "Warning" : "Normal" }, + new() { Label = "GLZ Rot", Value = red.ToString("N0"), Detail = ">100h absolut", Severity = red > 0 ? "Warning" : "Normal" }, + new() { Label = "Ferienanspruch", Value = vacationEntitlement.ToString("N1"), Detail = "Summe Tage", Severity = "Normal" }, + new() { Label = "Ferien bezogen", Value = vacationUsed.ToString("N1"), Detail = "Anspruch - Rest - ausstehend", Severity = "Normal" }, + new() { Label = "Ferien Rest", Value = vacationLeft.ToString("N1"), Detail = "Rexx Urlaub Rest", Severity = restVacationRed > 0 ? "Warning" : "Normal" }, + new() { Label = "Ferien ausstehend", Value = vacationOpen.ToString("N1"), Detail = "Rexx ausstehend", Severity = "Normal" }, + new() { Label = "Restferien Rot", Value = restVacationRed.ToString("N0"), Detail = ">5 Tage Rest", Severity = restVacationRed > 0 ? "Warning" : "Normal" } + ]; + } + + private static HrTurnoverVisuals BuildTurnoverVisuals( + IReadOnlyCollection employees, + IReadOnlyCollection leavers, + int year) + { + var fixedHeadcount = CountDistinctPersons(employees + .Where(x => string.Equals(x.Mitarbeitertyp, "Festangestellt", StringComparison.OrdinalIgnoreCase)) + .Select(x => x.Personalnummer)); + var totalLeavers = CountDistinctPersons(leavers.Select(x => x.Personalnummer)); + var employeeResignations = CountDistinctPersons(leavers.Where(x => x.IstArbeitnehmerkuendigung).Select(x => x.Personalnummer)); + var relevantLeavers = CountDistinctPersons(leavers.Where(x => x.IstFluktuationsrelevant).Select(x => x.Personalnummer)); + var notRelevant = Math.Max(0, totalLeavers - relevantLeavers); + var ratePercent = fixedHeadcount == 0 ? 0 : relevantLeavers / (decimal)fixedHeadcount * 100m; + var gaugeColor = ratePercent > 12m ? "#c62828" : ratePercent >= 8m ? "#f9a825" : "#2e7d32"; + + var maxFunnel = Math.Max(totalLeavers, 1); + var reasonColors = new[] { "#455a64", "#7b1fa2", "#0277bd", "#ef6c00", "#8d6e63", "#ad1457", "#558b2f" }; + var reasons = leavers + .GroupBy(x => x.FluktuationAusschlussgrund ?? "Fluktuationsrelevant", StringComparer.OrdinalIgnoreCase) + .Select((g, index) => new HrKpiGroupValue + { + Label = g.Key, + Count = g.Count(), + Value = g.Count(), + Percent = totalLeavers == 0 ? 0 : g.Count() / (decimal)totalLeavers * 100m, + Color = reasonColors[index % reasonColors.Length] + }) + .OrderByDescending(x => x.Count) + .ToList(); + + var relevantByOrg = leavers + .Where(x => x.IstFluktuationsrelevant) + .GroupBy(x => BlankAsUnknown(x.Organisationseinheit), StringComparer.OrdinalIgnoreCase) + .Select(g => new HrKpiGroupValue + { + Label = g.Key, + Count = g.Count(), + Value = g.Count(), + Percent = relevantLeavers == 0 ? 0 : g.Count() / (decimal)relevantLeavers * 100m, + Color = "#1565c0" + }) + .OrderByDescending(x => x.Count) + .ThenBy(x => x.Label, StringComparer.OrdinalIgnoreCase) + .Take(10) + .ToList(); + + var monthly = Enumerable.Range(1, 12) + .Select(month => + { + var count = leavers.Count(x => + x.IstFluktuationsrelevant && + x.Austrittsdatum.HasValue && + x.Austrittsdatum.Value.Year == year && + x.Austrittsdatum.Value.Month == month); + return new HrKpiGroupValue + { + Label = CultureInfo.GetCultureInfo("de-CH").DateTimeFormat.GetAbbreviatedMonthName(month), + Count = count, + Value = count, + Percent = relevantLeavers == 0 ? 0 : count / (decimal)relevantLeavers * 100m, + Color = "#00897b" + }; + }) + .ToList(); + + return new HrTurnoverVisuals + { + YearRatePercent = ratePercent, + YearRateLabel = (ratePercent / 100m).ToString("P1"), + GaugeColor = gaugeColor, + GaugeRotationDegrees = Math.Clamp(ratePercent / 20m, 0m, 1m) * 180m, + FunnelSteps = + [ + new() { Label = "Austritte Total", Count = totalLeavers, Value = totalLeavers, Percent = 100m, Color = "#546e7a" }, + new() { Label = "Arbeitnehmerkuendigungen", Count = employeeResignations, Value = employeeResignations, Percent = employeeResignations / (decimal)maxFunnel * 100m, Color = "#1976d2" }, + new() { Label = "Fluktuationsrelevant", Count = relevantLeavers, Value = relevantLeavers, Percent = relevantLeavers / (decimal)maxFunnel * 100m, Color = "#2e7d32" }, + new() { Label = "Nicht relevant", Count = notRelevant, Value = notRelevant, Percent = notRelevant / (decimal)maxFunnel * 100m, Color = "#8d6e63" } + ], + ExclusionReasons = reasons, + RelevantByOrganisation = relevantByOrg, + MonthlyRelevantLeavers = monthly + }; + } + + private static string? NormalizeFilter(string? value) + => string.IsNullOrWhiteSpace(value) ? null : value.Trim(); + + private static int ResolveAnalysisYear(HrKpiOptions options) + => (options.ToDate ?? options.FromDate)?.Year ?? options.Year; + + private static DateTime ResolveTurnoverAnchorDate(HrKpiOptions options, int analysisYear) + { + if (options.ToDate.HasValue) + return options.ToDate.Value.Date; + if (options.FromDate.HasValue) + return options.FromDate.Value.Date; + return analysisYear == DateTime.Today.Year + ? DateTime.Today + : new DateTime(analysisYear, 12, 31); + } + + private static bool MatchesLeaverDateFilter(HrLeaverRow row, HrKpiOptions options) + { + var hasRange = options.FromDate.HasValue || options.ToDate.HasValue; + if (hasRange) + { + if (!row.Austrittsdatum.HasValue) + return false; + return (!options.FromDate.HasValue || row.Austrittsdatum.Value.Date >= options.FromDate.Value) && + (!options.ToDate.HasValue || row.Austrittsdatum.Value.Date <= options.ToDate.Value); + } + + return row.Austrittsjahr.HasValue && row.Austrittsjahr.Value == options.Year; + } + + private static int CountDistinctPersons(IEnumerable personalNumbers) + => personalNumbers + .Where(x => x.HasValue) + .Select(x => x!.Value) + .Distinct() + .Count(); + + private static decimal ResolveFte(decimal? employmentPercent, string workingTimeModel, decimal? averageHoursPerDay) + { + if (employmentPercent.HasValue && employmentPercent.Value > 0) + return employmentPercent.Value / 100m; + + if (averageHoursPerDay.HasValue && averageHoursPerDay.Value > 0) + return Math.Clamp(averageHoursPerDay.Value / 8.4m, 0.1m, 1.2m); + + if (string.Equals(workingTimeModel, "Vollzeit", StringComparison.OrdinalIgnoreCase)) + return 1m; + + if (string.Equals(workingTimeModel, "Teilzeit", StringComparison.OrdinalIgnoreCase)) + return 0.5m; + + return 0m; + } + + private static bool MatchesFilter(string value, string? filter) + => string.IsNullOrWhiteSpace(filter) || string.Equals(value?.Trim(), filter, StringComparison.OrdinalIgnoreCase); + + private static bool MatchesEmployeeSearch(HrKpiEmployeeRow row, string? search) + => MatchesTextSearch(search, row.NameVoll, row.Personalnummer?.ToString(CultureInfo.InvariantCulture) ?? string.Empty, row.Organisationseinheit, row.KostenstelleText, row.Stelle); + + private static bool MatchesTextSearch(string? search, params string[] values) + { + if (string.IsNullOrWhiteSpace(search)) + return true; + return values.Any(value => value.Contains(search, StringComparison.OrdinalIgnoreCase)); + } + + private static bool MatchesFluctuationFilter(HrLeaverRow row, string? filter) + { + if (string.IsNullOrWhiteSpace(filter) || string.Equals(filter, "Alle", StringComparison.OrdinalIgnoreCase)) + return true; + if (string.Equals(filter, "Fluktuationsrelevant", StringComparison.OrdinalIgnoreCase)) + return row.IstFluktuationsrelevant; + if (string.Equals(filter, "Arbeitnehmerkuendigung", StringComparison.OrdinalIgnoreCase)) + return row.IstArbeitnehmerkuendigung; + if (string.Equals(filter, "Ausgeschlossen", StringComparison.OrdinalIgnoreCase)) + return !row.IstFluktuationsrelevant; + return true; + } + + private static string BlankAsUnknown(string value) + => string.IsNullOrWhiteSpace(value) ? "Unbekannt" : value; + + private static string BuildPersonalKey(int? personalnummer) + => personalnummer?.ToString(CultureInfo.InvariantCulture) ?? string.Empty; + + private static string NormalizeKey(string value) + => value.Trim().ToUpperInvariant(); + + private static int? ParseCostCenter(string value) + { + var raw = value.Split('/')[0].Trim(); + return int.TryParse(raw, NumberStyles.Integer, CultureInfo.InvariantCulture, out var parsed) ? parsed : null; + } + + private static (string Nachname, string Vorname) SplitName(string value) + { + var parts = value.Split(',', 2, StringSplitOptions.TrimEntries); + return parts.Length == 2 ? (parts[0], parts[1]) : (value.Trim(), string.Empty); + } + + private static int? YearsSince(DateTime? date) + { + if (!date.HasValue) + return null; + var today = DateTime.Today; + var years = today.Year - date.Value.Year; + if (date.Value.Date > today.AddYears(-years)) + years--; + return years; + } + + private static string BuildAgeGroup(int? age) + { + if (!age.HasValue) return "Unbekannt"; + if (age.Value < 30) return "< 30"; + if (age.Value < 40) return "30-39"; + if (age.Value < 50) return "40-49"; + if (age.Value < 60) return "50-59"; + return "60+"; + } + + private static string MapGender(int? value) + => value switch + { + 1 => "Maennlich", + 2 => "Weiblich", + _ => "Unbekannt" + }; + + private static decimal ParseTimeBalance(string value) + { + if (string.IsNullOrWhiteSpace(value)) + return 0; + var trimmed = value.Trim(); + var negative = trimmed.StartsWith("-", StringComparison.Ordinal); + trimmed = trimmed.TrimStart('-'); + var parts = trimmed.Split(':'); + if (parts.Length == 0) + return 0; + var hours = ParseDecimal(parts[0]); + var minutes = parts.Length > 1 ? ParseDecimal(parts[1]) : 0; + var result = hours + minutes / 60m; + return negative ? -result : result; + } + + private static string BuildTrafficLight(decimal balance) + { + var absolute = Math.Abs(balance); + if (absolute <= 50) return "Gruen"; + return absolute <= 100 ? "Gelb" : "Rot"; + } + + private static string BuildEmployeeType(string position) + { + var lower = NormalizeReason(position); + if (lower.Contains("praktik", StringComparison.OrdinalIgnoreCase)) return "Praktikant"; + if (lower.Contains("werkstudent", StringComparison.OrdinalIgnoreCase)) return "Werkstudent"; + if (lower.Contains("aushilfe", StringComparison.OrdinalIgnoreCase)) return "Aushilfe"; + if (lower.Contains("lehrling", StringComparison.OrdinalIgnoreCase)) return "Lehrling"; + return "Festangestellt"; + } + + private static string NormalizeReason(string value) + { + var normalized = RemoveDiacritics(value).Trim().ToLowerInvariant(); + return normalized + .Replace("ä", "ae", StringComparison.OrdinalIgnoreCase) + .Replace("ö", "oe", StringComparison.OrdinalIgnoreCase) + .Replace("ü", "ue", StringComparison.OrdinalIgnoreCase) + .Replace("ß", "ss", StringComparison.OrdinalIgnoreCase); + } + + private static string BuildExclusionReason(string employeeType, string reason, bool isEmployeeResignation) + { + if (!string.Equals(employeeType, "Festangestellt", StringComparison.OrdinalIgnoreCase)) return employeeType; + if (string.IsNullOrWhiteSpace(reason)) return "Austrittsart leer/unklar"; + if (reason.Contains("befrist", StringComparison.OrdinalIgnoreCase)) return "Befristeter Vertrag"; + if (reason.Contains("pension", StringComparison.OrdinalIgnoreCase) || reason.Contains("rente", StringComparison.OrdinalIgnoreCase)) return "Pensionierung"; + if (reason.Contains("trafag", StringComparison.OrdinalIgnoreCase) || + reason.Contains("arbeitgeber", StringComparison.OrdinalIgnoreCase) || + reason.Contains("ag-kuendigung", StringComparison.OrdinalIgnoreCase) || + reason.Contains("ag kuendigung", StringComparison.OrdinalIgnoreCase) || + reason.Contains("kuendigung ag", StringComparison.OrdinalIgnoreCase)) return "Kuendigung durch Trafag"; + return isEmployeeResignation ? "Ausgeschlossen" : "Keine Arbeitnehmerkuendigung"; + } + + private static string ReadString(IXLRow row, IReadOnlyDictionary headers, params string[] aliases) + { + var index = FindHeader(headers, aliases); + return index.HasValue ? row.Cell(index.Value).GetFormattedString().Trim() : string.Empty; + } + + private static int? ReadInt(IXLRow row, IReadOnlyDictionary headers, params string[] aliases) + { + var value = ReadString(row, headers, aliases); + if (int.TryParse(value, NumberStyles.Integer, CultureInfo.InvariantCulture, out var parsed)) + return parsed; + var decimalValue = ParseDecimalNullable(value); + return decimalValue.HasValue ? (int)Math.Truncate(decimalValue.Value) : null; + } + + private static decimal ReadDecimal(IXLRow row, IReadOnlyDictionary headers, params string[] aliases) + => ReadDecimalNullable(row, headers, aliases) ?? 0; + + private static decimal? ReadDecimalNullable(IXLRow row, IReadOnlyDictionary headers, params string[] aliases) + { + var index = FindHeader(headers, aliases); + if (!index.HasValue) + return null; + var cell = row.Cell(index.Value); + if (cell.TryGetValue(out var decimalValue)) + return decimalValue; + if (cell.TryGetValue(out var doubleValue)) + return (decimal)doubleValue; + return ParseDecimalNullable(cell.GetFormattedString()); + } + + private static DateTime? ReadDate(IXLRow row, IReadOnlyDictionary headers, params string[] aliases) + { + var index = FindHeader(headers, aliases); + if (!index.HasValue) + return null; + var cell = row.Cell(index.Value); + if (cell.TryGetValue(out var dateValue)) + return dateValue.Date; + if (cell.TryGetValue(out var serialValue)) + return DateTime.FromOADate(serialValue).Date; + var value = cell.GetFormattedString().Trim(); + if (DateTime.TryParse(value, CultureInfo.GetCultureInfo("de-CH"), DateTimeStyles.None, out var parsed) || + DateTime.TryParse(value, CultureInfo.GetCultureInfo("de-DE"), DateTimeStyles.None, out parsed) || + DateTime.TryParse(value, CultureInfo.InvariantCulture, DateTimeStyles.None, out parsed)) + return parsed.Date; + if (double.TryParse(value, NumberStyles.Number, CultureInfo.InvariantCulture, out serialValue)) + return DateTime.FromOADate(serialValue).Date; + return null; + } + + private static int? FindHeader(IReadOnlyDictionary headers, params string[] aliases) + { + foreach (var alias in aliases) + { + if (headers.TryGetValue(NormalizeHeader(alias), out var index)) + return index; + } + + return null; + } + + private static decimal ParseDecimal(string value) + => ParseDecimalNullable(value) ?? 0; + + private static decimal? ParseDecimalNullable(string value) + { + if (string.IsNullOrWhiteSpace(value)) + return null; + var normalized = value.Trim() + .Replace("'", "", StringComparison.Ordinal) + .Replace(" ", "", StringComparison.Ordinal); + if (decimal.TryParse(normalized, NumberStyles.Number, CultureInfo.GetCultureInfo("de-CH"), out var result) || + decimal.TryParse(normalized, NumberStyles.Number, CultureInfo.GetCultureInfo("de-DE"), out result) || + decimal.TryParse(normalized, NumberStyles.Number, CultureInfo.InvariantCulture, out result)) + return result; + return null; + } + + private static string NormalizeHeader(string value) + { + var normalized = RemoveDiacritics(value) + .Replace("ü", "u", StringComparison.OrdinalIgnoreCase) + .Replace("ä", "a", StringComparison.OrdinalIgnoreCase) + .Replace("ö", "o", StringComparison.OrdinalIgnoreCase) + .Replace("Ø", "o", StringComparison.OrdinalIgnoreCase) + .Replace("ø", "o", StringComparison.OrdinalIgnoreCase) + .Replace("Ø", "o", StringComparison.OrdinalIgnoreCase); + var builder = new StringBuilder(normalized.Length); + foreach (var ch in normalized.ToLowerInvariant()) + { + if (char.IsLetterOrDigit(ch)) + builder.Append(ch); + } + return builder.ToString(); + } + + private static string RemoveDiacritics(string value) + { + var normalized = value.Normalize(NormalizationForm.FormD); + var builder = new StringBuilder(normalized.Length); + foreach (var ch in normalized) + { + if (CharUnicodeInfo.GetUnicodeCategory(ch) != UnicodeCategory.NonSpacingMark) + builder.Append(ch); + } + return builder.ToString().Normalize(NormalizationForm.FormC); + } + + private sealed record TimeRow(string NameKey, DateTime? Geburtsdatum, string Arbeitszeitmodell, decimal AvgSollzeitTag); + + private sealed record SapRow( + string PersonalKey, + string Buchungskreis, + string Personalbereich, + string Personalteilbereich, + string Mitarbeitergruppe, + string Mitarbeiterkreis, + string Teilzeitkennzeichen, + decimal? BeschaeftigungsgradProzent, + int? Geschlecht, + string Planstelle, + string SollStelle, + decimal NbuTage, + decimal BuTage, + string Abrechnungskreis); + + private sealed class ImportContext + { + private readonly HrKpiResult _result; + private readonly string _folder; + + public ImportContext(HrKpiResult result, string folder) + { + _result = result; + _folder = folder; + } + + public bool HasFile(string fileName) + => File.Exists(BuildPath(fileName)); + + public List ReadRows(string fileName, string label, Func, T> map) + { + var path = BuildPath(fileName); + var status = new HrKpiFileStatus + { + Label = label, + Path = path, + Exists = File.Exists(path) + }; + _result.FileStatuses.Add(status); + + if (!status.Exists) + { + status.Message = "Datei nicht gefunden"; + return []; + } + + try + { + using var workbook = new XLWorkbook(path); + var worksheet = workbook.Worksheets.First(); + var headerRow = worksheet.FirstRowUsed(); + if (headerRow is null) + { + status.Message = "Leeres Arbeitsblatt"; + return []; + } + + var headers = headerRow.CellsUsed() + .GroupBy(c => NormalizeHeader(c.GetString())) + .Where(g => !string.IsNullOrWhiteSpace(g.Key)) + .ToDictionary(g => g.Key, g => g.First().Address.ColumnNumber, StringComparer.OrdinalIgnoreCase); + + var rows = worksheet.RowsUsed() + .Where(r => r.RowNumber() > headerRow.RowNumber()) + .Where(r => !r.CellsUsed().All(c => string.IsNullOrWhiteSpace(c.GetFormattedString()))) + .Select(r => map(r, headers)) + .ToList(); + + status.RowCount = rows.Count; + status.Message = "OK"; + return rows; + } + catch (Exception ex) + { + status.Message = ex.Message; + _result.Notices.Add($"{label}: {ex.Message}"); + return []; + } + } + + private string BuildPath(string fileName) + => Path.Combine(_folder, fileName); + } +} diff --git a/TrafagSalesExporter/Services/HrKpiService.cs b/TrafagSalesExporter/Services/HrKpiService.cs index 3d0e857..b88868c 100644 --- a/TrafagSalesExporter/Services/HrKpiService.cs +++ b/TrafagSalesExporter/Services/HrKpiService.cs @@ -1,6 +1,4 @@ -using System.Globalization; -using System.Text; -using ClosedXML.Excel; +using Microsoft.Extensions.Options; using TrafagSalesExporter.Models; namespace TrafagSalesExporter.Services; @@ -12,981 +10,13 @@ public interface IHrKpiService public sealed class HrKpiService : IHrKpiService { - private const string MainFile = "Saldiperstichdatum.xlsx"; - private const string TimeFile = "Exportkommengehen.xlsx"; - private const string SapFile = "HR_KPI_Export.xlsx"; - private const string AbsenceFile = "Abwesenheitinstunden.xlsx"; - private const string LeaverFile = "Personalausgeschieden.xlsx"; + private readonly HrKpiDataSourceOptions _dataSources; + + public HrKpiService(IOptions? dataSources = null) + { + _dataSources = (dataSources?.Value ?? new HrKpiDataSourceOptions()).Normalize(); + } public Task BuildAsync(HrKpiOptions options) - { - var normalizedOptions = new HrKpiOptions - { - DataFolder = string.IsNullOrWhiteSpace(options.DataFolder) ? @"C:\temp" : options.DataFolder.Trim(), - Year = options.Year <= 0 ? DateTime.Today.Year : options.Year, - FromDate = options.FromDate?.Date, - ToDate = options.ToDate?.Date, - EntryYear = options.EntryYear, - Organisationseinheit = NormalizeFilter(options.Organisationseinheit), - KostenstelleText = NormalizeFilter(options.KostenstelleText), - Mitarbeitertyp = NormalizeFilter(options.Mitarbeitertyp), - FluktuationFilter = NormalizeFilter(options.FluktuationFilter), - GlzAmpel = NormalizeFilter(options.GlzAmpel), - RestferienAmpel = NormalizeFilter(options.RestferienAmpel), - SearchText = NormalizeFilter(options.SearchText) - }; - - var result = new HrKpiResult { Options = normalizedOptions }; - var context = new ImportContext(result, normalizedOptions.DataFolder); - - var timeRows = LoadTimeRows(context); - var sapRows = LoadSapRows(context); - var employees = LoadEmployees(context, timeRows, sapRows); - var absences = LoadAbsences(context); - var leavers = LoadLeavers(context); - - result.OrganisationOptions = employees - .Select(x => x.Organisationseinheit) - .Where(x => !string.IsNullOrWhiteSpace(x)) - .Distinct(StringComparer.OrdinalIgnoreCase) - .OrderBy(x => x, StringComparer.OrdinalIgnoreCase) - .ToList(); - result.KostenstelleOptions = employees - .Select(x => x.KostenstelleText) - .Where(x => !string.IsNullOrWhiteSpace(x)) - .Distinct(StringComparer.OrdinalIgnoreCase) - .OrderBy(x => x, StringComparer.OrdinalIgnoreCase) - .ToList(); - result.EntryYearOptions = employees - .Where(x => x.Eintrittsdatum.HasValue) - .Select(x => x.Eintrittsdatum!.Value.Year) - .Distinct() - .OrderByDescending(x => x) - .ToList(); - result.MitarbeitertypOptions = employees - .Select(x => x.Mitarbeitertyp) - .Where(x => !string.IsNullOrWhiteSpace(x)) - .Distinct(StringComparer.OrdinalIgnoreCase) - .OrderBy(x => x, StringComparer.OrdinalIgnoreCase) - .ToList(); - - var analysisYear = ResolveAnalysisYear(normalizedOptions); - var filteredEmployees = ApplyEmployeeFilters(employees, normalizedOptions).ToList(); - var filteredEmployeeNumbers = filteredEmployees - .Where(x => x.Personalnummer.HasValue) - .Select(x => x.Personalnummer!.Value) - .ToHashSet(); - - employees = filteredEmployees; - absences = ApplyAbsenceFilters(absences, normalizedOptions, filteredEmployeeNumbers).ToList(); - leavers = ApplyLeaverFilters(leavers, normalizedOptions).ToList(); - - result.Employees = employees; - result.Absences = absences; - result.Leavers = leavers; - result.Metrics = BuildOverviewMetrics(employees, absences, leavers, analysisYear); - result.TurnoverMetrics = BuildTurnoverMetrics(employees, leavers, analysisYear, ResolveTurnoverAnchorDate(normalizedOptions, analysisYear)); - result.AbsenceMetrics = BuildAbsenceMetrics(employees, absences); - result.TimeVacationMetrics = BuildTimeVacationMetrics(employees); - result.TurnoverVisuals = BuildTurnoverVisuals(employees, leavers, analysisYear); - result.HeadcountByOrganisation = employees - .GroupBy(x => BlankAsUnknown(x.Organisationseinheit), StringComparer.OrdinalIgnoreCase) - .Select(g => new HrKpiGroupValue - { - Label = g.Key, - Count = g.Select(x => x.Personalnummer).Distinct().Count(), - Value = g.Sum(x => x.Fte) - }) - .OrderByDescending(x => x.Count) - .ThenBy(x => x.Label, StringComparer.OrdinalIgnoreCase) - .Take(12) - .ToList(); - result.CriticalTimeBalances = employees - .OrderByDescending(x => Math.Abs(x.StundenSaldo)) - .Take(25) - .ToList(); - result.FluctuationRelevantLeavers = leavers - .Where(x => x.IstFluktuationsrelevant) - .OrderByDescending(x => x.Austrittsdatum) - .Take(25) - .ToList(); - - if (employees.Count == 0) - result.Notices.Add("Keine aktiven Mitarbeitenden geladen. Pruefe Saldiperstichdatum.xlsx und die Filter."); - var missingEmployeeNumberCount = employees.Count(x => !x.Personalnummer.HasValue); - if (missingEmployeeNumberCount > 0) - result.Notices.Add($"{missingEmployeeNumberCount:N0} aktive Mitarbeitendenzeilen ohne Personalnummer werden in Headcount-Distinct-Kennzahlen nicht mitgezaehlt."); - var missingFteCount = employees.Count(x => !x.BeschaeftigungsgradProzent.HasValue); - if (missingFteCount > 0) - result.Notices.Add($"{missingFteCount:N0} aktive Mitarbeitendenzeilen ohne SAP-Beschaeftigungsgrad verwenden einen FTE-Fallback aus Rexx-Arbeitszeitmodell/Sollzeit."); - if (!context.HasFile(MainFile)) - result.Notices.Add("Hauptdatei fehlt: Saldiperstichdatum.xlsx. Ohne diese Datei sind keine HR-KPIs moeglich."); - if (!context.HasFile(SapFile)) - result.Notices.Add("SAP-Datei HR_KPI_Export.xlsx fehlt. SAP-only Felder wie Geschlecht, Beschaeftigungsgrad, BU/NBU und Planstelle bleiben leer."); - if (!context.HasFile(AbsenceFile)) - result.Notices.Add("Rexx-Absenzen fehlen. Absenzquote und Krankheitstage bleiben 0."); - if (!context.HasFile(LeaverFile)) - result.Notices.Add("Rexx-Austritte fehlen. Fluktuationskennzahlen bleiben 0."); - - return Task.FromResult(result); - } - - private static List LoadEmployees( - ImportContext context, - IReadOnlyDictionary timeRows, - IReadOnlyDictionary sapRows) - { - return context.ReadRows(MainFile, "Rexx #757 Saldi", (row, headers) => - { - var personalnummer = ReadInt(row, headers, "Personalnummer"); - var name = ReadString(row, headers, "Nachname, Vorname (Link Personal)", "Name_Rexx"); - var key = BuildPersonalKey(personalnummer); - timeRows.TryGetValue(NormalizeKey(name), out var time); - if (!sapRows.TryGetValue(key, out var sap) && personalnummer.HasValue) - sapRows.TryGetValue(personalnummer.Value.ToString(CultureInfo.InvariantCulture), out sap); - - var entryDate = ReadDate(row, headers, "Eintrittsdatum"); - var birthDate = time?.Geburtsdatum; - var status = ReadString(row, headers, "Personal Status", "Personal_Status"); - var rawBalance = ReadString(row, headers, "Stunden Saldo", "Stunden_Saldo_Raw"); - var balance = ParseTimeBalance(rawBalance); - var percent = sap?.BeschaeftigungsgradProzent; - var arbeitzeitmodell = time?.Arbeitszeitmodell ?? string.Empty; - var fte = ResolveFte(percent, arbeitzeitmodell, time?.AvgSollzeitTag); - - var nameParts = SplitName(name); - var urlaubsanspruch = ReadDecimal(row, headers, "Urlaubsanspruch", "Urlaubsanspruch_Raw"); - var urlaubRest = ReadDecimal(row, headers, "Urlaub Rest", "Urlaub_Rest_Raw"); - var ferienAusstehend = ReadDecimal(row, headers, "Ferien ausstehend (Tage)", "Ferien_Ausstehend_Raw"); - var ferienBezogen = urlaubsanspruch - urlaubRest - ferienAusstehend; - - return new HrKpiEmployeeRow - { - Personalnummer = personalnummer, - NameVoll = name, - Vorname = nameParts.Vorname, - Nachname = nameParts.Nachname, - Organisationseinheit = ReadString(row, headers, "Organisation", "Organisation_Text"), - KostenstelleText = ReadString(row, headers, "Kostenstelle", "Kostenstelle_Rexx"), - Kostenstelle = ParseCostCenter(ReadString(row, headers, "Kostenstelle", "Kostenstelle_Rexx")), - Stelle = ReadString(row, headers, "Stelle", "Stelle_Rexx"), - Leitung = ReadString(row, headers, "Leitung j/n", "Leitung"), - Eintrittsdatum = entryDate, - Geburtsdatum = birthDate, - AlterJahre = YearsSince(birthDate), - Altersgruppe = BuildAgeGroup(YearsSince(birthDate)), - GeschlechtText = MapGender(sap?.Geschlecht), - BeschaeftigungsgradProzent = percent, - Fte = fte, - IstTeilzeit = percent.HasValue && percent.Value > 0 - ? percent.Value < 100 - : string.Equals(arbeitzeitmodell, "Teilzeit", StringComparison.OrdinalIgnoreCase), - Dienstjahre = YearsSince(entryDate), - IstAktiv = string.Equals(status, "Aktiv", StringComparison.OrdinalIgnoreCase), - Mitarbeitertyp = BuildEmployeeType(ReadString(row, headers, "Stelle", "Stelle_Rexx")), - StundenSaldo = balance, - GlzAmpel = BuildTrafficLight(balance), - UrlaubRest = urlaubRest, - Urlaubsanspruch = urlaubsanspruch, - FerienAusstehend = ferienAusstehend, - Ferientage = ferienBezogen < 0 ? 0 : ferienBezogen, - RestferienAmpel = urlaubRest <= 5 ? "Gruen" : "Rot", - Bruttolohn = ReadDecimal(row, headers, "Lohn", "Lohn_Raw"), - LohnWaehrung = ReadString(row, headers, "Lohn Waehrung", "Lohn Währung"), - BuTage = sap?.BuTage ?? 0, - NbuTage = sap?.NbuTage ?? 0, - Buchungskreis = sap?.Buchungskreis ?? string.Empty, - Personalbereich = sap?.Personalbereich ?? string.Empty, - Personalteilbereich = sap?.Personalteilbereich ?? string.Empty, - Mitarbeitergruppe = sap?.Mitarbeitergruppe ?? string.Empty, - Mitarbeiterkreis = sap?.Mitarbeiterkreis ?? string.Empty, - Planstelle = sap?.Planstelle ?? string.Empty, - SollStelle = sap?.SollStelle ?? string.Empty, - Periode = new DateTime(DateTime.Today.Year, DateTime.Today.Month, 1) - }; - }) - .Where(x => x.IstAktiv) - .OrderBy(x => x.Personalnummer ?? int.MaxValue) - .ToList(); - } - - private static Dictionary LoadTimeRows(ImportContext context) - { - var rows = context.ReadRows(TimeFile, "Rexx #732 Kommen/Gehen", (row, headers) => - { - var name = ReadString(row, headers, "Nachname, Vorname (Link Personal)"); - return new TimeRow( - NormalizeKey(name), - ReadDate(row, headers, "Geburtsdatum"), - ReadString(row, headers, "Arbeitszeitmodell"), - ReadDecimal(row, headers, "O taegliche Sollarbeitszeit (Woche)", "Ø tägliche Sollarbeitszeit (Woche)", "Ø tägliche Sollarbeitszeit (Woche)")); - }); - - return rows - .Where(x => !string.IsNullOrWhiteSpace(x.NameKey)) - .GroupBy(x => x.NameKey, StringComparer.OrdinalIgnoreCase) - .ToDictionary(g => g.Key, g => g.First(), StringComparer.OrdinalIgnoreCase); - } - - private static Dictionary LoadSapRows(ImportContext context) - { - var rows = context.ReadRows(SapFile, "SAP HR KPI", (row, headers) => - { - var pernr = ReadInt(row, headers, "Personalnummer"); - return new SapRow( - BuildPersonalKey(pernr), - ReadString(row, headers, "Buchungskreis"), - ReadString(row, headers, "Personalbereich"), - ReadString(row, headers, "Personalteilbereich"), - ReadString(row, headers, "Mitarbeitergruppe"), - ReadString(row, headers, "Mitarbeiterkreis"), - ReadString(row, headers, "Teilzeitkraft", "Teilzeitkennzeichen"), - ReadDecimalNullable(row, headers, "Beschaeftigungsgrad %", "Beschäftigungsgrad %", "Beschäftigungsgrad %", "Beschaeftigungsgrad_Prozent"), - ReadInt(row, headers, "Geschlecht"), - ReadString(row, headers, "Planstelle"), - ReadString(row, headers, "Stellenschluessel", "Stellenschlüssel", "Stellenschlüssel", "Soll_Stelle"), - ReadDecimal(row, headers, "Nichtberufsunfall Tage", "NBU_Tage"), - ReadDecimal(row, headers, "Berufsunfall Tage", "BU_Tage"), - ReadString(row, headers, "Abrechnungskreis")); - }); - - return rows - .Where(x => !string.IsNullOrWhiteSpace(x.PersonalKey)) - .GroupBy(x => x.PersonalKey, StringComparer.OrdinalIgnoreCase) - .ToDictionary(g => g.Key, g => g.First(), StringComparer.OrdinalIgnoreCase); - } - - private static List LoadAbsences(ImportContext context) - { - return context.ReadRows(AbsenceFile, "Rexx #744 Absenzen", (row, headers) => - { - var kurz = ReadDecimal(row, headers, "Krankheit angetreten (Stunden Ind.)", "Krankheit_Kurz_Std"); - var lang = ReadDecimal(row, headers, "Krank nicht buchbar angetreten (Stunden Ind.)", "Krankheit_Lang_Std"); - var gesamt = kurz + lang; - var tage = Math.Round(gesamt / 8.4m, 1); - return new HrAbsenceRow - { - Personalnummer = ReadInt(row, headers, "Personalnummer"), - Name = ReadString(row, headers, "Nachname, Vorname (Link Personal)", "Name"), - Organisationseinheit = ReadString(row, headers, "Organisation"), - Stelle = ReadString(row, headers, "Stelle"), - Status = ReadString(row, headers, "Personal Status", "Status"), - KrankheitKurzStd = kurz, - KrankheitLangStd = lang, - KrankheitGesamtStd = gesamt, - KrankheitstageGesamt = tage, - KrankheitstageKurz = Math.Round(kurz / 8.4m, 1), - KrankheitstageLang = Math.Round(lang / 8.4m, 1), - KrankenquoteMa = tage == 0 ? 0 : tage / 21m - }; - }) - .Where(x => string.Equals(x.Status, "Aktiv", StringComparison.OrdinalIgnoreCase)) - .ToList(); - } - - private static List LoadLeavers(ImportContext context) - { - return context.ReadRows(LeaverFile, "Rexx #381 Ausgeschieden", (row, headers) => - { - var name = ReadString(row, headers, "Nachname, Vorname (Link Personal)", "Name_Voll"); - var nameParts = SplitName(name); - var austritt = ReadDate(row, headers, "Austrittsdatum"); - var eintritt = ReadDate(row, headers, "Eintrittsdatum"); - var stelle = ReadString(row, headers, "Stelle-1", "Stelle"); - var type = BuildEmployeeType(stelle); - var reason = ReadString(row, headers, "Austrittsart"); - var normalizedReason = NormalizeReason(reason); - var isEmployeeResignation = - normalizedReason.Contains("arbeitnehmer", StringComparison.OrdinalIgnoreCase) || - normalizedReason.Contains("mitarbeiter", StringComparison.OrdinalIgnoreCase) || - normalizedReason.Contains("kuendigung an", StringComparison.OrdinalIgnoreCase) || - normalizedReason.Contains("an kuendigung", StringComparison.OrdinalIgnoreCase) || - normalizedReason.Contains("eigenkuendigung", StringComparison.OrdinalIgnoreCase) || - normalizedReason.Contains("kuendigung ma", StringComparison.OrdinalIgnoreCase) || - normalizedReason.Contains("kuendigung durch ma", StringComparison.OrdinalIgnoreCase); - var isExcluded = - !string.Equals(type, "Festangestellt", StringComparison.OrdinalIgnoreCase) || - normalizedReason.Contains("befrist", StringComparison.OrdinalIgnoreCase) || - normalizedReason.Contains("pension", StringComparison.OrdinalIgnoreCase) || - normalizedReason.Contains("rente", StringComparison.OrdinalIgnoreCase) || - normalizedReason.Contains("trafag", StringComparison.OrdinalIgnoreCase) || - normalizedReason.Contains("arbeitgeber", StringComparison.OrdinalIgnoreCase) || - normalizedReason.Contains("ag-kuendigung", StringComparison.OrdinalIgnoreCase) || - normalizedReason.Contains("ag kuendigung", StringComparison.OrdinalIgnoreCase) || - normalizedReason.Contains("kuendigung ag", StringComparison.OrdinalIgnoreCase); - var isRelevant = isEmployeeResignation && !isExcluded; - - return new HrLeaverRow - { - Personalnummer = ReadInt(row, headers, "Personalnummer"), - NameVoll = name, - Vorname = nameParts.Vorname, - Nachname = nameParts.Nachname, - Organisationseinheit = ReadString(row, headers, "Organisation-1", "Organisationseinheit"), - Stelle = stelle, - Status = ReadString(row, headers, "Personal Status", "Status"), - Austrittsdatum = austritt, - Eintrittsdatum = eintritt, - VerweildauerMonate = austritt.HasValue && eintritt.HasValue - ? Math.Round((decimal)(austritt.Value - eintritt.Value).TotalDays / 30.44m, 1) - : null, - Austrittsart = reason, - AustrittsartNormalisiert = normalizedReason, - Mitarbeitertyp = type, - IstArbeitnehmerkuendigung = isEmployeeResignation, - IstFluktuationAusgeschlossen = isExcluded, - IstFluktuationsrelevant = isRelevant, - FluktuationAusschlussgrund = isRelevant ? null : BuildExclusionReason(type, normalizedReason, isEmployeeResignation), - Austrittsmonat = austritt.HasValue ? new DateTime(austritt.Value.Year, austritt.Value.Month, 1) : null, - Austrittsjahr = austritt?.Year - }; - }) - .ToList(); - } - - private static IEnumerable ApplyEmployeeFilters(IEnumerable rows, HrKpiOptions options) - => rows.Where(x => MatchesFilter(x.Organisationseinheit, options.Organisationseinheit) && - MatchesFilter(x.KostenstelleText, options.KostenstelleText) && - MatchesFilter(x.Mitarbeitertyp, options.Mitarbeitertyp) && - MatchesFilter(x.GlzAmpel, options.GlzAmpel) && - MatchesFilter(x.RestferienAmpel, options.RestferienAmpel) && - (!options.EntryYear.HasValue || x.Eintrittsdatum?.Year == options.EntryYear.Value) && - MatchesEmployeeSearch(x, options.SearchText)); - - private static IEnumerable ApplyAbsenceFilters( - IEnumerable rows, - HrKpiOptions options, - IReadOnlySet filteredEmployeeNumbers) - => rows.Where(x => MatchesFilter(x.Organisationseinheit, options.Organisationseinheit) && - x.Personalnummer.HasValue && - filteredEmployeeNumbers.Contains(x.Personalnummer.Value) && - MatchesTextSearch(options.SearchText, x.Name, x.Personalnummer?.ToString(CultureInfo.InvariantCulture) ?? string.Empty)); - - private static IEnumerable ApplyLeaverFilters(IEnumerable rows, HrKpiOptions options) - => rows.Where(x => MatchesLeaverDateFilter(x, options) && - MatchesFilter(x.Organisationseinheit, options.Organisationseinheit) && - MatchesFilter(x.Mitarbeitertyp, options.Mitarbeitertyp) && - MatchesFluctuationFilter(x, options.FluktuationFilter) && - MatchesTextSearch(options.SearchText, x.NameVoll, x.Personalnummer?.ToString(CultureInfo.InvariantCulture) ?? string.Empty)); - - private static List BuildOverviewMetrics( - IReadOnlyCollection employees, - IReadOnlyCollection absences, - IReadOnlyCollection leavers, - int year) - { - var activeCount = CountDistinctPersons(employees.Select(x => x.Personalnummer)); - var fixedCount = CountDistinctPersons(employees - .Where(x => string.Equals(x.Mitarbeitertyp, "Festangestellt", StringComparison.OrdinalIgnoreCase)) - .Select(x => x.Personalnummer)); - var fte = employees.Sum(x => x.Fte); - var sickDays = absences.Sum(x => x.KrankheitstageGesamt); - var absenceRate = activeCount == 0 ? 0 : sickDays / (activeCount * 21m); - var relevantLeavers = CountDistinctPersons(leavers.Where(x => x.IstFluktuationsrelevant).Select(x => x.Personalnummer)); - var employeeLeavers = CountDistinctPersons(leavers.Where(x => x.IstArbeitnehmerkuendigung).Select(x => x.Personalnummer)); - var turnover = fixedCount == 0 ? 0 : relevantLeavers / (decimal)fixedCount; - var avgBalance = activeCount == 0 ? 0 : employees.Average(x => x.StundenSaldo); - var redBalance = employees.Count(x => x.GlzAmpel == "Rot"); - - return - [ - new() { Label = "Headcount aktiv", Value = activeCount.ToString("N0"), Detail = $"{fixedCount:N0} festangestellt", Severity = "Normal" }, - new() { Label = "FTE", Value = fte.ToString("N1"), Detail = "Summe Beschaeftigungsgrad", Severity = "Normal" }, - new() { Label = "Krankheitstage", Value = sickDays.ToString("N1"), Detail = $"Absenzquote {absenceRate:P1}", Severity = absenceRate > 0.05m ? "Warning" : "Normal" }, - new() { Label = $"Fluktuation {year}", Value = turnover.ToString("P1"), Detail = $"{relevantLeavers:N0} relevant von {employeeLeavers:N0} AN-Kuendigungen", Severity = turnover > 0.12m ? "Warning" : "Normal" }, - new() { Label = "GLZ Schnitt", Value = avgBalance.ToString("N1"), Detail = $"{redBalance:N0} Personen > 100h absolut", Severity = redBalance > 0 ? "Warning" : "Normal" }, - new() { Label = "Unfalltage", Value = employees.Sum(x => x.BuTage + x.NbuTage).ToString("N1"), Detail = $"BU {employees.Sum(x => x.BuTage):N1} / NBU {employees.Sum(x => x.NbuTage):N1}", Severity = "Normal" } - ]; - } - - private static List BuildTurnoverMetrics( - IReadOnlyCollection employees, - IReadOnlyCollection leavers, - int year, - DateTime anchorDate) - { - var fixedHeadcount = CountDistinctPersons(employees - .Where(x => string.Equals(x.Mitarbeitertyp, "Festangestellt", StringComparison.OrdinalIgnoreCase)) - .Select(x => x.Personalnummer)); - var totalLeavers = CountDistinctPersons(leavers.Select(x => x.Personalnummer)); - var employeeResignations = leavers - .Where(x => x.IstArbeitnehmerkuendigung) - .Select(x => x.Personalnummer) - .ToList(); - var relevantLeavers = leavers - .Where(x => x.IstFluktuationsrelevant) - .Select(x => x.Personalnummer) - .ToList(); - var nonRelevantLeavers = leavers - .Where(x => !x.IstFluktuationsrelevant) - .Select(x => x.Personalnummer) - .ToList(); - var employeeResignationCount = CountDistinctPersons(employeeResignations); - var relevantLeaverCount = CountDistinctPersons(relevantLeavers); - var nonRelevantLeaverCount = CountDistinctPersons(nonRelevantLeavers); - - var currentMonth = anchorDate.Month; - var currentQuarter = ((currentMonth - 1) / 3) + 1; - var quarterLeavers = leavers - .Where(x => x.IstFluktuationsrelevant && - x.Austrittsdatum.HasValue && - x.Austrittsdatum.Value.Year == year && - ((x.Austrittsdatum.Value.Month - 1) / 3) + 1 == currentQuarter) - .Select(x => x.Personalnummer) - .ToList(); - var monthLeavers = leavers - .Where(x => x.IstFluktuationsrelevant && - x.Austrittsdatum.HasValue && - x.Austrittsdatum.Value.Year == year && - x.Austrittsdatum.Value.Month == currentMonth) - .Select(x => x.Personalnummer) - .ToList(); - var yearLeavers = leavers - .Where(x => x.IstFluktuationsrelevant && x.Austrittsjahr == year) - .Select(x => x.Personalnummer) - .ToList(); - var quarterLeaverCount = CountDistinctPersons(quarterLeavers); - var monthLeaverCount = CountDistinctPersons(monthLeavers); - var yearLeaverCount = CountDistinctPersons(yearLeavers); - - var monthRate = fixedHeadcount == 0 ? 0 : monthLeaverCount / (decimal)fixedHeadcount; - var quarterRate = fixedHeadcount == 0 ? 0 : quarterLeaverCount / (decimal)fixedHeadcount; - var forecastRate = quarterRate * 4; - var yearRate = fixedHeadcount == 0 ? 0 : yearLeaverCount / (decimal)fixedHeadcount; - - return - [ - new() { Label = "Headcount Festangestellt", Value = fixedHeadcount.ToString("N0"), Detail = "Nenner fuer Fluktuation", Severity = "Normal" }, - new() { Label = "Austritte Total Rexx", Value = totalLeavers.ToString("N0"), Detail = "Alle Austritte in Rexx", Severity = "Normal" }, - new() { Label = "Austritte Arbeitnehmerkuendigung", Value = employeeResignationCount.ToString("N0"), Detail = "AN-/MA-Kuendigungen", Severity = "Normal" }, - new() { Label = "Austritte Fluktuationsrelevant", Value = relevantLeaverCount.ToString("N0"), Detail = "Nach HR-Definition", Severity = "Normal" }, - new() { Label = "Austritte Nicht relevant", Value = nonRelevantLeaverCount.ToString("N0"), Detail = "Ausgeschlossen oder unklar", Severity = nonRelevantLeaverCount > relevantLeaverCount ? "Warning" : "Normal" }, - new() { Label = "Fluktuation Monat %", Value = monthRate.ToString("P1"), Detail = $"{monthLeaverCount:N0} Austritte im Monat", Severity = monthRate > 0.03m ? "Warning" : "Normal" }, - new() { Label = "Avg Headcount Quartal", Value = fixedHeadcount.ToString("N0"), Detail = "Stichtagsdaten: entspricht aktuellem Headcount", Severity = "Normal" }, - new() { Label = "Austritte Quartal", Value = quarterLeaverCount.ToString("N0"), Detail = $"Quartal {currentQuarter}/{year}", Severity = "Normal" }, - new() { Label = "Fluktuation Quartal %", Value = quarterRate.ToString("P1"), Detail = "Austritte Quartal / Headcount", Severity = quarterRate > 0.08m ? "Warning" : "Normal" }, - new() { Label = "Fluktuation Hochrechnung Jahr %", Value = forecastRate.ToString("P1"), Detail = "Quartalsrate x 4", Severity = forecastRate > 0.12m ? "Warning" : "Normal" }, - new() { Label = "Avg Headcount Jahr", Value = fixedHeadcount.ToString("N0"), Detail = "Stichtagsdaten: entspricht aktuellem Headcount", Severity = "Normal" }, - new() { Label = "Austritte Jahr", Value = yearLeaverCount.ToString("N0"), Detail = $"Fluktuationsrelevant {year}", Severity = "Normal" }, - new() { Label = "Fluktuation Jahr Effektiv %", Value = yearRate.ToString("P1"), Detail = "Austritte Jahr / Headcount", Severity = yearRate > 0.12m ? "Warning" : "Normal" }, - new() { Label = "Ausschlussgrund Anzahl", Value = totalLeavers.ToString("N0"), Detail = "Basis fuer Ausschlussgrund-Tabelle", Severity = "Normal" } - ]; - } - - private static List BuildAbsenceMetrics( - IReadOnlyCollection employees, - IReadOnlyCollection absences) - { - var headcount = CountDistinctPersons(employees.Select(x => x.Personalnummer)); - var totalSick = absences.Sum(x => x.KrankheitstageGesamt); - var shortSick = absences.Sum(x => x.KrankheitstageKurz); - var longSick = absences.Sum(x => x.KrankheitstageLang); - var absenceRate = headcount == 0 ? 0 : totalSick / (headcount * 21m); - var bu = employees.Sum(x => x.BuTage); - var nbu = employees.Sum(x => x.NbuTage); - - return - [ - new() { Label = "Krankheitstage Gesamt", Value = totalSick.ToString("N1"), Detail = $"{absences.Count:N0} aktive Absenzenzeilen", Severity = absenceRate > 0.05m ? "Warning" : "Normal" }, - new() { Label = "Krankheit Kurz", Value = shortSick.ToString("N1"), Detail = "Rexx kurz / 8.4h", Severity = "Normal" }, - new() { Label = "Krankheit Lang", Value = longSick.ToString("N1"), Detail = "Rexx lang / 8.4h", Severity = longSick > shortSick ? "Warning" : "Normal" }, - new() { Label = "Krankenquote", Value = absenceRate.ToString("P1"), Detail = "Krankheitstage / 21 Tage / Headcount", Severity = absenceRate > 0.05m ? "Warning" : "Normal" }, - new() { Label = "BU-Tage", Value = bu.ToString("N1"), Detail = "SAP HR KPI", Severity = "Normal" }, - new() { Label = "NBU-Tage", Value = nbu.ToString("N1"), Detail = "SAP HR KPI", Severity = "Normal" }, - new() { Label = "Unfalltage Total", Value = (bu + nbu).ToString("N1"), Detail = "BU + NBU", Severity = "Normal" } - ]; - } - - private static List BuildTimeVacationMetrics(IReadOnlyCollection employees) - { - var headcount = employees.Count; - var avgBalance = headcount == 0 ? 0 : employees.Average(x => x.StundenSaldo); - var red = employees.Count(x => x.GlzAmpel == "Rot"); - var yellow = employees.Count(x => x.GlzAmpel == "Gelb"); - var vacationEntitlement = employees.Sum(x => x.Urlaubsanspruch); - var vacationUsed = employees.Sum(x => x.Ferientage); - var vacationLeft = employees.Sum(x => x.UrlaubRest); - var vacationOpen = employees.Sum(x => x.FerienAusstehend); - var restVacationRed = employees.Count(x => x.RestferienAmpel == "Rot"); - - return - [ - new() { Label = "GLZ-Saldo Schnitt", Value = avgBalance.ToString("N1"), Detail = "Stunden pro Mitarbeiter", Severity = Math.Abs(avgBalance) > 50 ? "Warning" : "Normal" }, - new() { Label = "GLZ Gelb", Value = yellow.ToString("N0"), Detail = "51-100h absolut", Severity = yellow > 0 ? "Warning" : "Normal" }, - new() { Label = "GLZ Rot", Value = red.ToString("N0"), Detail = ">100h absolut", Severity = red > 0 ? "Warning" : "Normal" }, - new() { Label = "Ferienanspruch", Value = vacationEntitlement.ToString("N1"), Detail = "Summe Tage", Severity = "Normal" }, - new() { Label = "Ferien bezogen", Value = vacationUsed.ToString("N1"), Detail = "Anspruch - Rest - ausstehend", Severity = "Normal" }, - new() { Label = "Ferien Rest", Value = vacationLeft.ToString("N1"), Detail = "Rexx Urlaub Rest", Severity = restVacationRed > 0 ? "Warning" : "Normal" }, - new() { Label = "Ferien ausstehend", Value = vacationOpen.ToString("N1"), Detail = "Rexx ausstehend", Severity = "Normal" }, - new() { Label = "Restferien Rot", Value = restVacationRed.ToString("N0"), Detail = ">5 Tage Rest", Severity = restVacationRed > 0 ? "Warning" : "Normal" } - ]; - } - - private static HrTurnoverVisuals BuildTurnoverVisuals( - IReadOnlyCollection employees, - IReadOnlyCollection leavers, - int year) - { - var fixedHeadcount = CountDistinctPersons(employees - .Where(x => string.Equals(x.Mitarbeitertyp, "Festangestellt", StringComparison.OrdinalIgnoreCase)) - .Select(x => x.Personalnummer)); - var totalLeavers = CountDistinctPersons(leavers.Select(x => x.Personalnummer)); - var employeeResignations = CountDistinctPersons(leavers.Where(x => x.IstArbeitnehmerkuendigung).Select(x => x.Personalnummer)); - var relevantLeavers = CountDistinctPersons(leavers.Where(x => x.IstFluktuationsrelevant).Select(x => x.Personalnummer)); - var notRelevant = Math.Max(0, totalLeavers - relevantLeavers); - var ratePercent = fixedHeadcount == 0 ? 0 : relevantLeavers / (decimal)fixedHeadcount * 100m; - var gaugeColor = ratePercent > 12m ? "#c62828" : ratePercent >= 8m ? "#f9a825" : "#2e7d32"; - - var maxFunnel = Math.Max(totalLeavers, 1); - var reasonColors = new[] { "#455a64", "#7b1fa2", "#0277bd", "#ef6c00", "#8d6e63", "#ad1457", "#558b2f" }; - var reasons = leavers - .GroupBy(x => x.FluktuationAusschlussgrund ?? "Fluktuationsrelevant", StringComparer.OrdinalIgnoreCase) - .Select((g, index) => new HrKpiGroupValue - { - Label = g.Key, - Count = g.Count(), - Value = g.Count(), - Percent = totalLeavers == 0 ? 0 : g.Count() / (decimal)totalLeavers * 100m, - Color = reasonColors[index % reasonColors.Length] - }) - .OrderByDescending(x => x.Count) - .ToList(); - - var relevantByOrg = leavers - .Where(x => x.IstFluktuationsrelevant) - .GroupBy(x => BlankAsUnknown(x.Organisationseinheit), StringComparer.OrdinalIgnoreCase) - .Select(g => new HrKpiGroupValue - { - Label = g.Key, - Count = g.Count(), - Value = g.Count(), - Percent = relevantLeavers == 0 ? 0 : g.Count() / (decimal)relevantLeavers * 100m, - Color = "#1565c0" - }) - .OrderByDescending(x => x.Count) - .ThenBy(x => x.Label, StringComparer.OrdinalIgnoreCase) - .Take(10) - .ToList(); - - var monthly = Enumerable.Range(1, 12) - .Select(month => - { - var count = leavers.Count(x => - x.IstFluktuationsrelevant && - x.Austrittsdatum.HasValue && - x.Austrittsdatum.Value.Year == year && - x.Austrittsdatum.Value.Month == month); - return new HrKpiGroupValue - { - Label = CultureInfo.GetCultureInfo("de-CH").DateTimeFormat.GetAbbreviatedMonthName(month), - Count = count, - Value = count, - Percent = relevantLeavers == 0 ? 0 : count / (decimal)relevantLeavers * 100m, - Color = "#00897b" - }; - }) - .ToList(); - - return new HrTurnoverVisuals - { - YearRatePercent = ratePercent, - YearRateLabel = (ratePercent / 100m).ToString("P1"), - GaugeColor = gaugeColor, - GaugeRotationDegrees = Math.Clamp(ratePercent / 20m, 0m, 1m) * 180m, - FunnelSteps = - [ - new() { Label = "Austritte Total", Count = totalLeavers, Value = totalLeavers, Percent = 100m, Color = "#546e7a" }, - new() { Label = "Arbeitnehmerkuendigungen", Count = employeeResignations, Value = employeeResignations, Percent = employeeResignations / (decimal)maxFunnel * 100m, Color = "#1976d2" }, - new() { Label = "Fluktuationsrelevant", Count = relevantLeavers, Value = relevantLeavers, Percent = relevantLeavers / (decimal)maxFunnel * 100m, Color = "#2e7d32" }, - new() { Label = "Nicht relevant", Count = notRelevant, Value = notRelevant, Percent = notRelevant / (decimal)maxFunnel * 100m, Color = "#8d6e63" } - ], - ExclusionReasons = reasons, - RelevantByOrganisation = relevantByOrg, - MonthlyRelevantLeavers = monthly - }; - } - - private static string? NormalizeFilter(string? value) - => string.IsNullOrWhiteSpace(value) ? null : value.Trim(); - - private static int ResolveAnalysisYear(HrKpiOptions options) - => (options.ToDate ?? options.FromDate)?.Year ?? options.Year; - - private static DateTime ResolveTurnoverAnchorDate(HrKpiOptions options, int analysisYear) - { - if (options.ToDate.HasValue) - return options.ToDate.Value.Date; - if (options.FromDate.HasValue) - return options.FromDate.Value.Date; - return analysisYear == DateTime.Today.Year - ? DateTime.Today - : new DateTime(analysisYear, 12, 31); - } - - private static bool MatchesLeaverDateFilter(HrLeaverRow row, HrKpiOptions options) - { - var hasRange = options.FromDate.HasValue || options.ToDate.HasValue; - if (hasRange) - { - if (!row.Austrittsdatum.HasValue) - return false; - return (!options.FromDate.HasValue || row.Austrittsdatum.Value.Date >= options.FromDate.Value) && - (!options.ToDate.HasValue || row.Austrittsdatum.Value.Date <= options.ToDate.Value); - } - - return row.Austrittsjahr.HasValue && row.Austrittsjahr.Value == options.Year; - } - - private static int CountDistinctPersons(IEnumerable personalNumbers) - => personalNumbers - .Where(x => x.HasValue) - .Select(x => x!.Value) - .Distinct() - .Count(); - - private static decimal ResolveFte(decimal? employmentPercent, string workingTimeModel, decimal? averageHoursPerDay) - { - if (employmentPercent.HasValue && employmentPercent.Value > 0) - return employmentPercent.Value / 100m; - - if (averageHoursPerDay.HasValue && averageHoursPerDay.Value > 0) - return Math.Clamp(averageHoursPerDay.Value / 8.4m, 0.1m, 1.2m); - - if (string.Equals(workingTimeModel, "Vollzeit", StringComparison.OrdinalIgnoreCase)) - return 1m; - - if (string.Equals(workingTimeModel, "Teilzeit", StringComparison.OrdinalIgnoreCase)) - return 0.5m; - - return 0m; - } - - private static bool MatchesFilter(string value, string? filter) - => string.IsNullOrWhiteSpace(filter) || string.Equals(value?.Trim(), filter, StringComparison.OrdinalIgnoreCase); - - private static bool MatchesEmployeeSearch(HrKpiEmployeeRow row, string? search) - => MatchesTextSearch(search, row.NameVoll, row.Personalnummer?.ToString(CultureInfo.InvariantCulture) ?? string.Empty, row.Organisationseinheit, row.KostenstelleText, row.Stelle); - - private static bool MatchesTextSearch(string? search, params string[] values) - { - if (string.IsNullOrWhiteSpace(search)) - return true; - return values.Any(value => value.Contains(search, StringComparison.OrdinalIgnoreCase)); - } - - private static bool MatchesFluctuationFilter(HrLeaverRow row, string? filter) - { - if (string.IsNullOrWhiteSpace(filter) || string.Equals(filter, "Alle", StringComparison.OrdinalIgnoreCase)) - return true; - if (string.Equals(filter, "Fluktuationsrelevant", StringComparison.OrdinalIgnoreCase)) - return row.IstFluktuationsrelevant; - if (string.Equals(filter, "Arbeitnehmerkuendigung", StringComparison.OrdinalIgnoreCase)) - return row.IstArbeitnehmerkuendigung; - if (string.Equals(filter, "Ausgeschlossen", StringComparison.OrdinalIgnoreCase)) - return !row.IstFluktuationsrelevant; - return true; - } - - private static string BlankAsUnknown(string value) - => string.IsNullOrWhiteSpace(value) ? "Unbekannt" : value; - - private static string BuildPersonalKey(int? personalnummer) - => personalnummer?.ToString(CultureInfo.InvariantCulture) ?? string.Empty; - - private static string NormalizeKey(string value) - => value.Trim().ToUpperInvariant(); - - private static int? ParseCostCenter(string value) - { - var raw = value.Split('/')[0].Trim(); - return int.TryParse(raw, NumberStyles.Integer, CultureInfo.InvariantCulture, out var parsed) ? parsed : null; - } - - private static (string Nachname, string Vorname) SplitName(string value) - { - var parts = value.Split(',', 2, StringSplitOptions.TrimEntries); - return parts.Length == 2 ? (parts[0], parts[1]) : (value.Trim(), string.Empty); - } - - private static int? YearsSince(DateTime? date) - { - if (!date.HasValue) - return null; - var today = DateTime.Today; - var years = today.Year - date.Value.Year; - if (date.Value.Date > today.AddYears(-years)) - years--; - return years; - } - - private static string BuildAgeGroup(int? age) - { - if (!age.HasValue) return "Unbekannt"; - if (age.Value < 30) return "< 30"; - if (age.Value < 40) return "30-39"; - if (age.Value < 50) return "40-49"; - if (age.Value < 60) return "50-59"; - return "60+"; - } - - private static string MapGender(int? value) - => value switch - { - 1 => "Maennlich", - 2 => "Weiblich", - _ => "Unbekannt" - }; - - private static decimal ParseTimeBalance(string value) - { - if (string.IsNullOrWhiteSpace(value)) - return 0; - var trimmed = value.Trim(); - var negative = trimmed.StartsWith("-", StringComparison.Ordinal); - trimmed = trimmed.TrimStart('-'); - var parts = trimmed.Split(':'); - if (parts.Length == 0) - return 0; - var hours = ParseDecimal(parts[0]); - var minutes = parts.Length > 1 ? ParseDecimal(parts[1]) : 0; - var result = hours + minutes / 60m; - return negative ? -result : result; - } - - private static string BuildTrafficLight(decimal balance) - { - var absolute = Math.Abs(balance); - if (absolute <= 50) return "Gruen"; - return absolute <= 100 ? "Gelb" : "Rot"; - } - - private static string BuildEmployeeType(string position) - { - var lower = NormalizeReason(position); - if (lower.Contains("praktik", StringComparison.OrdinalIgnoreCase)) return "Praktikant"; - if (lower.Contains("werkstudent", StringComparison.OrdinalIgnoreCase)) return "Werkstudent"; - if (lower.Contains("aushilfe", StringComparison.OrdinalIgnoreCase)) return "Aushilfe"; - if (lower.Contains("lehrling", StringComparison.OrdinalIgnoreCase)) return "Lehrling"; - return "Festangestellt"; - } - - private static string NormalizeReason(string value) - { - var normalized = RemoveDiacritics(value).Trim().ToLowerInvariant(); - return normalized - .Replace("ä", "ae", StringComparison.OrdinalIgnoreCase) - .Replace("ö", "oe", StringComparison.OrdinalIgnoreCase) - .Replace("ü", "ue", StringComparison.OrdinalIgnoreCase) - .Replace("ß", "ss", StringComparison.OrdinalIgnoreCase); - } - - private static string BuildExclusionReason(string employeeType, string reason, bool isEmployeeResignation) - { - if (!string.Equals(employeeType, "Festangestellt", StringComparison.OrdinalIgnoreCase)) return employeeType; - if (string.IsNullOrWhiteSpace(reason)) return "Austrittsart leer/unklar"; - if (reason.Contains("befrist", StringComparison.OrdinalIgnoreCase)) return "Befristeter Vertrag"; - if (reason.Contains("pension", StringComparison.OrdinalIgnoreCase) || reason.Contains("rente", StringComparison.OrdinalIgnoreCase)) return "Pensionierung"; - if (reason.Contains("trafag", StringComparison.OrdinalIgnoreCase) || - reason.Contains("arbeitgeber", StringComparison.OrdinalIgnoreCase) || - reason.Contains("ag-kuendigung", StringComparison.OrdinalIgnoreCase) || - reason.Contains("ag kuendigung", StringComparison.OrdinalIgnoreCase) || - reason.Contains("kuendigung ag", StringComparison.OrdinalIgnoreCase)) return "Kuendigung durch Trafag"; - return isEmployeeResignation ? "Ausgeschlossen" : "Keine Arbeitnehmerkuendigung"; - } - - private static string ReadString(IXLRow row, IReadOnlyDictionary headers, params string[] aliases) - { - var index = FindHeader(headers, aliases); - return index.HasValue ? row.Cell(index.Value).GetFormattedString().Trim() : string.Empty; - } - - private static int? ReadInt(IXLRow row, IReadOnlyDictionary headers, params string[] aliases) - { - var value = ReadString(row, headers, aliases); - if (int.TryParse(value, NumberStyles.Integer, CultureInfo.InvariantCulture, out var parsed)) - return parsed; - var decimalValue = ParseDecimalNullable(value); - return decimalValue.HasValue ? (int)Math.Truncate(decimalValue.Value) : null; - } - - private static decimal ReadDecimal(IXLRow row, IReadOnlyDictionary headers, params string[] aliases) - => ReadDecimalNullable(row, headers, aliases) ?? 0; - - private static decimal? ReadDecimalNullable(IXLRow row, IReadOnlyDictionary headers, params string[] aliases) - { - var index = FindHeader(headers, aliases); - if (!index.HasValue) - return null; - var cell = row.Cell(index.Value); - if (cell.TryGetValue(out var decimalValue)) - return decimalValue; - if (cell.TryGetValue(out var doubleValue)) - return (decimal)doubleValue; - return ParseDecimalNullable(cell.GetFormattedString()); - } - - private static DateTime? ReadDate(IXLRow row, IReadOnlyDictionary headers, params string[] aliases) - { - var index = FindHeader(headers, aliases); - if (!index.HasValue) - return null; - var cell = row.Cell(index.Value); - if (cell.TryGetValue(out var dateValue)) - return dateValue.Date; - if (cell.TryGetValue(out var serialValue)) - return DateTime.FromOADate(serialValue).Date; - var value = cell.GetFormattedString().Trim(); - if (DateTime.TryParse(value, CultureInfo.GetCultureInfo("de-CH"), DateTimeStyles.None, out var parsed) || - DateTime.TryParse(value, CultureInfo.GetCultureInfo("de-DE"), DateTimeStyles.None, out parsed) || - DateTime.TryParse(value, CultureInfo.InvariantCulture, DateTimeStyles.None, out parsed)) - return parsed.Date; - if (double.TryParse(value, NumberStyles.Number, CultureInfo.InvariantCulture, out serialValue)) - return DateTime.FromOADate(serialValue).Date; - return null; - } - - private static int? FindHeader(IReadOnlyDictionary headers, params string[] aliases) - { - foreach (var alias in aliases) - { - if (headers.TryGetValue(NormalizeHeader(alias), out var index)) - return index; - } - - return null; - } - - private static decimal ParseDecimal(string value) - => ParseDecimalNullable(value) ?? 0; - - private static decimal? ParseDecimalNullable(string value) - { - if (string.IsNullOrWhiteSpace(value)) - return null; - var normalized = value.Trim() - .Replace("'", "", StringComparison.Ordinal) - .Replace(" ", "", StringComparison.Ordinal); - if (decimal.TryParse(normalized, NumberStyles.Number, CultureInfo.GetCultureInfo("de-CH"), out var result) || - decimal.TryParse(normalized, NumberStyles.Number, CultureInfo.GetCultureInfo("de-DE"), out result) || - decimal.TryParse(normalized, NumberStyles.Number, CultureInfo.InvariantCulture, out result)) - return result; - return null; - } - - private static string NormalizeHeader(string value) - { - var normalized = RemoveDiacritics(value) - .Replace("ü", "u", StringComparison.OrdinalIgnoreCase) - .Replace("ä", "a", StringComparison.OrdinalIgnoreCase) - .Replace("ö", "o", StringComparison.OrdinalIgnoreCase) - .Replace("Ø", "o", StringComparison.OrdinalIgnoreCase) - .Replace("ø", "o", StringComparison.OrdinalIgnoreCase) - .Replace("Ø", "o", StringComparison.OrdinalIgnoreCase); - var builder = new StringBuilder(normalized.Length); - foreach (var ch in normalized.ToLowerInvariant()) - { - if (char.IsLetterOrDigit(ch)) - builder.Append(ch); - } - return builder.ToString(); - } - - private static string RemoveDiacritics(string value) - { - var normalized = value.Normalize(NormalizationForm.FormD); - var builder = new StringBuilder(normalized.Length); - foreach (var ch in normalized) - { - if (CharUnicodeInfo.GetUnicodeCategory(ch) != UnicodeCategory.NonSpacingMark) - builder.Append(ch); - } - return builder.ToString().Normalize(NormalizationForm.FormC); - } - - private sealed record TimeRow(string NameKey, DateTime? Geburtsdatum, string Arbeitszeitmodell, decimal AvgSollzeitTag); - - private sealed record SapRow( - string PersonalKey, - string Buchungskreis, - string Personalbereich, - string Personalteilbereich, - string Mitarbeitergruppe, - string Mitarbeiterkreis, - string Teilzeitkennzeichen, - decimal? BeschaeftigungsgradProzent, - int? Geschlecht, - string Planstelle, - string SollStelle, - decimal NbuTage, - decimal BuTage, - string Abrechnungskreis); - - private sealed class ImportContext - { - private readonly HrKpiResult _result; - private readonly string _folder; - - public ImportContext(HrKpiResult result, string folder) - { - _result = result; - _folder = folder; - } - - public bool HasFile(string fileName) - => File.Exists(BuildPath(fileName)); - - public List ReadRows(string fileName, string label, Func, T> map) - { - var path = BuildPath(fileName); - var status = new HrKpiFileStatus - { - Label = label, - Path = path, - Exists = File.Exists(path) - }; - _result.FileStatuses.Add(status); - - if (!status.Exists) - { - status.Message = "Datei nicht gefunden"; - return []; - } - - try - { - using var workbook = new XLWorkbook(path); - var worksheet = workbook.Worksheets.First(); - var headerRow = worksheet.FirstRowUsed(); - if (headerRow is null) - { - status.Message = "Leeres Arbeitsblatt"; - return []; - } - - var headers = headerRow.CellsUsed() - .GroupBy(c => NormalizeHeader(c.GetString())) - .Where(g => !string.IsNullOrWhiteSpace(g.Key)) - .ToDictionary(g => g.Key, g => g.First().Address.ColumnNumber, StringComparer.OrdinalIgnoreCase); - - var rows = worksheet.RowsUsed() - .Where(r => r.RowNumber() > headerRow.RowNumber()) - .Where(r => !r.CellsUsed().All(c => string.IsNullOrWhiteSpace(c.GetFormattedString()))) - .Select(r => map(r, headers)) - .ToList(); - - status.RowCount = rows.Count; - status.Message = "OK"; - return rows; - } - catch (Exception ex) - { - status.Message = ex.Message; - _result.Notices.Add($"{label}: {ex.Message}"); - return []; - } - } - - private string BuildPath(string fileName) - => Path.Combine(_folder, fileName); - } + => Task.FromResult(new HrKpiDashboardBuilder(_dataSources).Build(options)); } diff --git a/TrafagSalesExporter/TrafagSalesExporter.Tests/HrKpiServiceTests.cs b/TrafagSalesExporter/TrafagSalesExporter.Tests/HrKpiServiceTests.cs new file mode 100644 index 0000000..e9b90a8 --- /dev/null +++ b/TrafagSalesExporter/TrafagSalesExporter.Tests/HrKpiServiceTests.cs @@ -0,0 +1,174 @@ +using ClosedXML.Excel; +using Microsoft.Extensions.Options; +using TrafagSalesExporter.Models; +using TrafagSalesExporter.Services; + +namespace TrafagSalesExporter.Tests; + +public sealed class HrKpiServiceTests : IDisposable +{ + private readonly string _folder; + private readonly HrKpiService _service; + + public HrKpiServiceTests() + { + _folder = Path.Combine(Path.GetTempPath(), "trafag-hr-kpi-tests", Guid.NewGuid().ToString("N")); + Directory.CreateDirectory(_folder); + WriteFixtureFiles(_folder); + + _service = new HrKpiService(Options.Create(new HrKpiDataSourceOptions + { + DataFolder = _folder + })); + } + + public void Dispose() + { + if (Directory.Exists(_folder)) + Directory.Delete(_folder, recursive: true); + } + + [Fact] + public async Task BuildAsync_Applies_Organisation_Filter_To_Absences() + { + var result = await _service.BuildAsync(new HrKpiOptions + { + DataFolder = _folder, + Year = 2025, + Organisationseinheit = "Org A" + }); + + Assert.All(result.Employees, row => Assert.Equal("Org A", row.Organisationseinheit)); + var absence = Assert.Single(result.Absences); + Assert.Equal(1001, absence.Personalnummer); + Assert.Equal(1.0m, absence.KrankheitstageGesamt); + } + + [Fact] + public async Task BuildAsync_Uses_Date_Range_Instead_Of_Year_For_Leavers() + { + var result = await _service.BuildAsync(new HrKpiOptions + { + DataFolder = _folder, + Year = 2024, + FromDate = new DateTime(2025, 3, 1), + ToDate = new DateTime(2025, 3, 31) + }); + + var relevant = Assert.Single(result.FluctuationRelevantLeavers); + Assert.Equal(1001, relevant.Personalnummer); + Assert.DoesNotContain(result.Leavers, row => row.Austrittsdatum?.Year == 2024); + } + + [Fact] + public async Task BuildAsync_Excludes_Missing_Personalnummer_From_Distinct_Headcount_And_Uses_Fte_Fallback() + { + var result = await _service.BuildAsync(new HrKpiOptions + { + DataFolder = _folder, + Year = 2025 + }); + + var headcount = Assert.Single(result.Metrics, metric => metric.Label == "Headcount aktiv"); + Assert.Equal("3", headcount.Value); + + var fallbackEmployee = Assert.Single(result.Employees, row => row.NameVoll == "Fallback, Fiona"); + Assert.Null(fallbackEmployee.BeschaeftigungsgradProzent); + Assert.Equal(0.5m, fallbackEmployee.Fte); + + Assert.Contains(result.Notices, notice => notice.Contains("ohne Personalnummer", StringComparison.OrdinalIgnoreCase)); + Assert.Contains(result.Notices, notice => notice.Contains("FTE-Fallback", StringComparison.OrdinalIgnoreCase)); + } + + [Fact] + public async Task BuildAsync_Classifies_Turnover_Relevance_And_Visuals() + { + var result = await _service.BuildAsync(new HrKpiOptions + { + DataFolder = _folder, + Year = 2025 + }); + + Assert.Equal(3, result.Leavers.Count); + Assert.Single(result.Leavers, row => row.IstFluktuationsrelevant); + Assert.Contains(result.Leavers, row => row.FluktuationAusschlussgrund == "Kuendigung durch Trafag"); + Assert.Contains(result.Leavers, row => row.FluktuationAusschlussgrund == "Praktikant"); + Assert.Equal(1, result.TurnoverVisuals.MonthlyRelevantLeavers.Single(row => row.Label == "Mär").Count); + } + + private static void WriteFixtureFiles(string folder) + { + WriteWorkbook(Path.Combine(folder, "Saldiperstichdatum.xlsx"), + [ + "Personalnummer", "Nachname, Vorname (Link Personal)", "Organisation", "Kostenstelle", "Stelle", + "Leitung j/n", "Eintrittsdatum", "Personal Status", "Stunden Saldo", "Urlaubsanspruch", + "Urlaub Rest", "Ferien ausstehend (Tage)", "Lohn", "Lohn Waehrung" + ], + [ + [1001, "Alpha, Anna", "Org A", "100 / Org A", "Engineer", "n", new DateTime(2020, 1, 1), "Aktiv", "120:00", 25, 8, 2, 100000, "CHF"], + [1002, "Beta, Bruno", "Org B", "200 / Org B", "Engineer", "n", new DateTime(2024, 2, 1), "Aktiv", "10:00", 25, 4, 1, 90000, "CHF"], + [1003, "Fallback, Fiona", "Org B", "200 / Org B", "Engineer", "n", new DateTime(2025, 1, 15), "Aktiv", "0:00", 25, 3, 0, 70000, "CHF"], + ["", "NoNumber, Nora", "Org A", "100 / Org A", "Engineer", "n", new DateTime(2025, 2, 1), "Aktiv", "0:00", 25, 1, 0, 65000, "CHF"], + [1004, "Inactive, Ivan", "Org A", "100 / Org A", "Engineer", "n", new DateTime(2021, 1, 1), "Inaktiv", "0:00", 25, 0, 0, 65000, "CHF"] + ]); + + WriteWorkbook(Path.Combine(folder, "Exportkommengehen.xlsx"), + ["Nachname, Vorname (Link Personal)", "Geburtsdatum", "Arbeitszeitmodell", "O taegliche Sollarbeitszeit (Woche)"], + [ + ["Alpha, Anna", new DateTime(1990, 1, 1), "Vollzeit", 8.4], + ["Beta, Bruno", new DateTime(1991, 1, 1), "Teilzeit", 4.2], + ["Fallback, Fiona", new DateTime(1992, 1, 1), "Teilzeit", 4.2], + ["NoNumber, Nora", new DateTime(1993, 1, 1), "Vollzeit", 8.4] + ]); + + WriteWorkbook(Path.Combine(folder, "HR_KPI_Export.xlsx"), + [ + "Personalnummer", "Buchungskreis", "Personalbereich", "Personalteilbereich", "Mitarbeitergruppe", + "Mitarbeiterkreis", "Teilzeitkraft", "Beschaeftigungsgrad %", "Geschlecht", "Planstelle", + "Stellenschluessel", "Nichtberufsunfall Tage", "Berufsunfall Tage", "Abrechnungskreis" + ], + [ + [1001, "CH01", "PB", "PTB", "MG", "MK", "Nein", 100, 2, "P1", "S1", 0, 0, "A"], + [1002, "CH01", "PB", "PTB", "MG", "MK", "Ja", 50, 1, "P2", "S2", 0, 0, "A"] + ]); + + WriteWorkbook(Path.Combine(folder, "Abwesenheitinstunden.xlsx"), + [ + "Personalnummer", "Nachname, Vorname (Link Personal)", "Organisation", "Stelle", "Personal Status", + "Krankheit angetreten (Stunden Ind.)", "Krank nicht buchbar angetreten (Stunden Ind.)" + ], + [ + [1001, "Alpha, Anna", "Org A", "Engineer", "Aktiv", 8.4, 0], + [1002, "Beta, Bruno", "Org B", "Engineer", "Aktiv", 16.8, 0], + [9999, "External, Elsa", "Org X", "Engineer", "Aktiv", 84, 0] + ]); + + WriteWorkbook(Path.Combine(folder, "Personalausgeschieden.xlsx"), + [ + "Personalnummer", "Nachname, Vorname (Link Personal)", "Organisation-1", "Stelle-1", + "Personal Status", "Austrittsdatum", "Eintrittsdatum", "Austrittsart" + ], + [ + [1001, "Alpha, Anna", "Org A", "Engineer", "Inaktiv", new DateTime(2025, 3, 10), new DateTime(2020, 1, 1), "Arbeitnehmer Kuendigung"], + [1002, "Beta, Bruno", "Org B", "Engineer", "Inaktiv", new DateTime(2025, 4, 5), new DateTime(2024, 2, 1), "Kuendigung Arbeitgeber"], + [2001, "Trainee, Tom", "Org A", "Praktikant", "Inaktiv", new DateTime(2025, 5, 5), new DateTime(2025, 1, 1), "Arbeitnehmer Kuendigung"] + ]); + } + + private static void WriteWorkbook(string path, string[] headers, object?[][] rows) + { + using var workbook = new XLWorkbook(); + var sheet = workbook.Worksheets.Add("Sheet1"); + + for (var column = 0; column < headers.Length; column++) + sheet.Cell(1, column + 1).Value = headers[column]; + + for (var row = 0; row < rows.Length; row++) + { + for (var column = 0; column < rows[row].Length; column++) + sheet.Cell(row + 2, column + 1).Value = XLCellValue.FromObject(rows[row][column]); + } + + workbook.SaveAs(path); + } +} diff --git a/TrafagSalesExporter/appsettings.json b/TrafagSalesExporter/appsettings.json index d6931f8..629f479 100644 --- a/TrafagSalesExporter/appsettings.json +++ b/TrafagSalesExporter/appsettings.json @@ -16,5 +16,13 @@ "AdminGroups": [ "TRAFAG\\TrafagSalesExporter-Admins" ] + }, + "HrKpi": { + "DataFolder": "C:\\temp", + "MainFile": "Saldiperstichdatum.xlsx", + "TimeFile": "Exportkommengehen.xlsx", + "SapFile": "HR_KPI_Export.xlsx", + "AbsenceFile": "Abwesenheitinstunden.xlsx", + "LeaverFile": "Personalausgeschieden.xlsx" } }