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Simplify finance dashboard overview

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This commit is contained in:
metacube
2026-06-04 10:42:11 +02:00
parent 37a175551b
commit 40805e0222
6 changed files with 815 additions and 1 deletions
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TrafagSalesExporter/Components/Pages/ManagementCockpit.razor
+157 -1
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@@ -48,7 +48,123 @@
@if (_financeResult is not null)
{
<MudTabs Elevation="1" Rounded="false" PanelClass="pt-4" @bind-ActivePanelIndex="_activeFinanceTabIndex">
<MudTabs Elevation="1" Rounded="false" PanelClass="pt-4" @bind-ActivePanelIndex="_activeOverviewTabIndex">
<MudTabPanel Text="@T("Schnelluebersicht", "Quick overview")" Icon="@Icons.Material.Filled.Speed">
<MudGrid Class="mb-4">
<MudItem xs="12" sm="6" md="3">
<MudPaper Class="pa-4" Elevation="1">
<MudText Typo="Typo.caption">@T("Net Sales Actual", "Net sales actual")</MudText>
<MudText Typo="Typo.h5">@FormatValue(_financeResult.NetSalesActual, _financeResult.DisplayCurrency)</MudText>
<MudText Typo="Typo.body2">@($"{_financeResult.Filter.Year}")</MudText>
</MudPaper>
</MudItem>
<MudItem xs="12" sm="6" md="3">
<MudPaper Class="pa-4" Elevation="1">
<MudText Typo="Typo.caption">@T("Laender OK", "Countries OK")</MudText>
<MudText Typo="Typo.h5">@_financeResult.CountryRows.Count(row => row.Status == "OK").ToString("N0")</MudText>
<MudText Typo="Typo.body2">@T("Soll/Ist ohne Abweichung", "Actual/reference without deviation")</MudText>
</MudPaper>
</MudItem>
<MudItem xs="12" sm="6" md="3">
<MudPaper Class="pa-4" Elevation="1">
<MudText Typo="Typo.caption">@T("Zu pruefen", "To check")</MudText>
<MudText Typo="Typo.h5">@_financeResult.CountryRows.Count(row => row.Status == "Pruefen").ToString("N0")</MudText>
<MudText Typo="Typo.body2">@T("Abweichung oder offene Regel", "Deviation or open rule")</MudText>
</MudPaper>
</MudItem>
<MudItem xs="12" sm="6" md="3">
<MudPaper Class="pa-4" Elevation="1">
<MudText Typo="Typo.caption">@T("Datenstandorte", "Data sites")</MudText>
<MudText Typo="Typo.h5">@_financeResult.DataStatusRows.Count(row => row.IsActive).ToString("N0")</MudText>
<MudText Typo="Typo.body2">@T("aktive Quellen", "active sources")</MudText>
</MudPaper>
</MudItem>
</MudGrid>
<MudTabs Elevation="0" Rounded="false" PanelClass="pt-4">
<MudTabPanel Text="@T("Freigabe", "Approval")" Icon="@Icons.Material.Filled.FactCheck">
<MudPaper Class="pa-4" Elevation="1">
<MudText Typo="Typo.h6" Class="mb-2">@T("Finance-Freigabe je Land", "Finance approval by country")</MudText>
<MudTable Items="_financeResult.CountryRows" Dense Hover Striped>
<HeaderContent>
<MudTh>@T("Status", "Status")</MudTh>
<MudTh>@T("Land", "Country")</MudTh>
<MudTh>@T("Ist", "Actual")</MudTh>
<MudTh>@T("Soll", "Reference")</MudTh>
<MudTh>@T("Differenz", "Difference")</MudTh>
<MudTh>@T("Datenstand", "Data status")</MudTh>
<MudTh>@T("Hinweis", "Note")</MudTh>
</HeaderContent>
<RowTemplate>
<MudTd><MudChip T="string" Size="Size.Small" Color="@StatusColor(context.Status)" Variant="Variant.Filled">@context.Status</MudChip></MudTd>
<MudTd>@FormatCountryWithFlag(context.CountryKey)</MudTd>
<MudTd>@FormatValue(context.NetSalesActual, context.Currency)</MudTd>
<MudTd>@FormatNullableValue(context.ReferenceValue, context.Currency)</MudTd>
<MudTd>@FormatNullableValue(context.Difference, context.Currency)</MudTd>
<MudTd>@BuildDataStatusText(context)</MudTd>
<MudTd>@BuildQuickFinanceNote(context)</MudTd>
</RowTemplate>
</MudTable>
</MudPaper>
</MudTabPanel>
<MudTabPanel Text="@T("Datenstand", "Data status")" Icon="@Icons.Material.Filled.Storage">
<MudPaper Class="pa-4" Elevation="1">
<MudText Typo="Typo.h6" Class="mb-2">@T("Letzter Datenstand je Standort", "Latest data status by site")</MudText>
<MudTable Items="_financeResult.DataStatusRows" Dense Hover Striped>
<HeaderContent>
<MudTh>@T("Aktiv", "Active")</MudTh>
<MudTh>@T("Land", "Country")</MudTh>
<MudTh>TSC</MudTh>
<MudTh>@T("Quelle", "Source")</MudTh>
<MudTh>@T("Zentrale Zeilen", "Central rows")</MudTh>
<MudTh>@T("Letzter Export", "Latest export")</MudTh>
<MudTh>@T("Status", "Status")</MudTh>
<MudTh>@T("Manual Import", "Manual import")</MudTh>
</HeaderContent>
<RowTemplate>
<MudTd>
<MudIcon Icon="@(context.IsActive ? Icons.Material.Filled.CheckCircle : Icons.Material.Filled.Cancel)"
Color="@(context.IsActive ? Color.Success : Color.Default)" Size="Size.Small" />
</MudTd>
<MudTd>@context.Land</MudTd>
<MudTd>@context.Tsc</MudTd>
<MudTd>@context.SourceSystem</MudTd>
<MudTd>@context.RowCount.ToString("N0")</MudTd>
<MudTd>@FormatDateTime(context.LatestExportAt)</MudTd>
<MudTd>@(string.IsNullOrWhiteSpace(context.LatestExportStatus) ? "-" : context.LatestExportStatus)</MudTd>
<MudTd>@FormatManualImportStatus(context)</MudTd>
</RowTemplate>
</MudTable>
</MudPaper>
</MudTabPanel>
<MudTabPanel Text="@T("Sparten", "Divisions")" Icon="@Icons.Material.Filled.AccountTree">
<MudPaper Class="pa-4" Elevation="1">
<MudText Typo="Typo.h6" Class="mb-2">@T("Sparten-Abdeckung nach Land", "Division coverage by country")</MudText>
<MudTable Items="_financeResult.ProductFinanceCountryRows" Dense Hover Striped>
<HeaderContent>
<MudTh>@T("Land", "Country")</MudTh>
<MudTh>TSC</MudTh>
<MudTh>@T("Gesamtumsatz", "Total sales")</MudTh>
<MudTh>@T("Zugeordnet", "Assigned")</MudTh>
<MudTh>@T("Nicht im Stamm", "Not in master")</MudTh>
<MudTh>@T("Abdeckung", "Coverage")</MudTh>
</HeaderContent>
<RowTemplate>
<MudTd>@FormatCountryWithFlag(context.CountryKey)</MudTd>
<MudTd>@context.Tsc</MudTd>
<MudTd>@FormatValue(context.TotalValue, context.Currency)</MudTd>
<MudTd>@FormatValue(context.AssignedValue, context.Currency)</MudTd>
<MudTd>@FormatValue(context.MissingReferenceValue, context.Currency)</MudTd>
<MudTd>@FormatPercent(context.AssignedValuePercent)</MudTd>
</RowTemplate>
</MudTable>
</MudPaper>
</MudTabPanel>
</MudTabs>
</MudTabPanel>
<MudTabPanel Text="@T("Experten", "Experts")" Icon="@Icons.Material.Filled.Tune">
<MudTabs Elevation="0" Rounded="false" PanelClass="pt-4" @bind-ActivePanelIndex="_activeFinanceTabIndex">
<MudTabPanel Text="@T("Finance Summary", "Finance summary")" Icon="@Icons.Material.Filled.Dashboard">
<MudGrid Class="mb-4">
<MudItem xs="12" sm="6" md="3">
@@ -867,6 +983,8 @@
</MudTabPanel>
</MudTabs>
</MudTabPanel>
</MudTabs>
}
@code {
@@ -917,6 +1035,7 @@
private bool _analyzing;
private bool _analyzingCentral;
private bool _analyzingFinance;
private int _activeOverviewTabIndex;
private int _activeFinanceTabIndex;
private int _activeDivisionTabIndex;
private string _productFinanceGroupLevel = ProductFinanceGroupLevels.Hierarchy;
@@ -928,6 +1047,8 @@
protected override void OnParametersSet()
{
_activeOverviewTabIndex = string.IsNullOrWhiteSpace(Section) ? 0 : 1;
if (string.Equals(Section, "division", StringComparison.OrdinalIgnoreCase))
{
_activeFinanceTabIndex = ManagementFinanceTabIndexes.Division;
@@ -1193,6 +1314,41 @@
return "kein Pfad";
}
private string BuildDataStatusText(ManagementFinanceCountryStatusRow countryRow)
{
if (_financeResult is null)
return "-";
var tscs = countryRow.Tscs
.Split(',', StringSplitOptions.RemoveEmptyEntries | StringSplitOptions.TrimEntries)
.ToHashSet(StringComparer.OrdinalIgnoreCase);
var matchingRows = _financeResult.DataStatusRows
.Where(row => row.Land.Equals(countryRow.CountryKey, StringComparison.OrdinalIgnoreCase) ||
tscs.Contains(row.Tsc))
.OrderByDescending(row => row.LatestExportAt ?? row.LatestStoredAtUtc ?? DateTime.MinValue)
.ToList();
var latest = matchingRows.FirstOrDefault();
if (latest is null)
return "-";
var date = latest.LatestExportAt ?? latest.LatestStoredAtUtc;
var status = string.IsNullOrWhiteSpace(latest.LatestExportStatus) ? latest.SourceSystem : latest.LatestExportStatus;
return $"{status} / {FormatDateTime(date)}";
}
private string BuildQuickFinanceNote(ManagementFinanceCountryStatusRow row)
{
if (!row.ReferenceValue.HasValue)
return T("Kein Sollwert gepflegt.", "No reference value maintained.");
if (row.Status == "OK")
return T("Freigabefaehig.", "Ready for approval.");
if (row.Difference.HasValue)
return T("Abweichung pruefen.", "Check deviation.");
return T("Pruefen.", "Check.");
}
private static Color StatusColor(string status) => status switch
{
"OK" => Color.Success,