Simplify finance dashboard overview

TrafagSalesExporter/Components/Pages/ManagementCockpit.razor

@@ -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,

TrafagSalesExporter/SageSpainFinalExportPackage/README.txt

@@ -46,3 +46,73 @@ Default source:
 If the SQL instance or database name differs:
 
 .\Export-SageSpainSalesCsv.ps1 -ServerInstance "localhost" -Database "Sage" -ExportMode Full -Year 2025
+
+
+Automatic upload to SharePoint with rclone
+==========================================
+
+Target SharePoint folder:
+
+https://trafagag.sharepoint.com/sites/WorldwideBIPlatform/Shared%20Documents/Import/Finance/Spanien
+
+Decoded folder path:
+
+Shared Documents/Import/Finance/Spanien
+
+Recommended rclone setup on the Spain Sage server:
+
+1. Install rclone.
+2. Run:
+
+rclone config
+
+3. Create a new remote for the SharePoint document library.
+
+Recommended remote name:
+
+trafag-bi
+
+The remote should point to the document library root "Shared Documents" of:
+
+https://trafagag.sharepoint.com/sites/WorldwideBIPlatform
+
+Then this target path is used by the wrapper script:
+
+trafag-bi:Import/Finance/Spanien
+
+Test rclone:
+
+rclone lsd trafag-bi:
+rclone lsd trafag-bi:"Import/Finance"
+rclone lsd trafag-bi:"Import/Finance/Spanien"
+
+Run daily range export and upload, default window yesterday until today:
+
+.\Run-SpainExportAndUpload.ps1
+
+Explicit range:
+
+.\Run-SpainExportAndUpload.ps1 -ExportMode Range -DateFilter LineRegistrationDate -FromDate "2026-06-02" -ToDate "2026-06-03"
+
+Full export and upload:
+
+.\Run-SpainExportAndUpload.ps1 -ExportMode Full -Year 2025
+
+If the rclone remote has another name:
+
+.\Run-SpainExportAndUpload.ps1 -RcloneRemote "YOUR_REMOTE_NAME"
+
+If rclone.exe is not in PATH:
+
+.\Run-SpainExportAndUpload.ps1 -RcloneExe "C:\Tools\rclone\rclone.exe"
+
+Suggested Windows Task Scheduler command:
+
+powershell.exe -NoProfile -ExecutionPolicy Bypass -File C:\Trafag\SageSpain\Run-SpainExportAndUpload.ps1
+
+Important:
+
+- The export script only reads SQL Server data.
+- rclone only uploads the generated CSV and matching summary file.
+- For daily deltas use ExportMode Range with DateFilter LineRegistrationDate.
+- ToDate is exclusive.

TrafagSalesExporter/SageSpainFinalExportPackage/Run-SpainExportAndUpload.ps1

@@ -0,0 +1,72 @@
+param(
+    [string]$ServerInstance = "localhost",
+    [string]$Database = "Sage",
+    [ValidateSet("Full", "Range")]
+    [string]$ExportMode = "Range",
+    [ValidateSet("InvoiceDate", "LineRegistrationDate")]
+    [string]$DateFilter = "LineRegistrationDate",
+    [int]$Year = 2025,
+    [datetime]$FromDate = (Get-Date).Date.AddDays(-1),
+    [datetime]$ToDate = (Get-Date).Date,
+    [string]$BaseDirectory = "C:\Trafag\SageSpain",
+    [string]$RcloneExe = "rclone",
+    [string]$RcloneRemote = "trafag-bi",
+    [string]$RcloneTarget = "Import/Finance/Spanien"
+)
+
+$ErrorActionPreference = "Stop"
+
+$scriptDirectory = Split-Path -Parent $MyInvocation.MyCommand.Path
+$exportScript = Join-Path $scriptDirectory "Export-SageSpainSalesCsv.ps1"
+if (-not (Test-Path -LiteralPath $exportScript)) {
+    throw "Export script not found: $exportScript"
+}
+
+$outputDirectory = Join-Path $BaseDirectory "out"
+$logDirectory = Join-Path $BaseDirectory "logs"
+New-Item -ItemType Directory -Force -Path $outputDirectory, $logDirectory | Out-Null
+
+$exportArgs = @(
+    "-ServerInstance", $ServerInstance,
+    "-Database", $Database,
+    "-ExportMode", $ExportMode,
+    "-DateFilter", $DateFilter,
+    "-Year", $Year,
+    "-OutputDirectory", $outputDirectory
+)
+
+if ($ExportMode -eq "Range") {
+    $exportArgs += @(
+        "-FromDate", $FromDate.ToString("yyyy-MM-dd"),
+        "-ToDate", $ToDate.ToString("yyyy-MM-dd")
+    )
+}
+
+& $exportScript @exportArgs
+if ($LASTEXITCODE -ne 0) {
+    throw "Spain Sage export failed with exit code $LASTEXITCODE"
+}
+
+$latestRun = Get-ChildItem -LiteralPath $outputDirectory -Directory |
+    Sort-Object LastWriteTime -Descending |
+    Select-Object -First 1
+if ($null -eq $latestRun) {
+    throw "No export run directory found in $outputDirectory"
+}
+
+$rcloneLog = Join-Path $logDirectory ("rclone-spain-" + (Get-Date -Format "yyyyMMdd") + ".log")
+$target = "${RcloneRemote}:$RcloneTarget"
+
+& $RcloneExe copy $latestRun.FullName $target `
+    --include "*.csv" `
+    --include "*_summary.txt" `
+    --log-file $rcloneLog `
+    --log-level INFO
+if ($LASTEXITCODE -ne 0) {
+    throw "rclone upload failed with exit code $LASTEXITCODE"
+}
+
+Write-Host "Spain export and upload finished."
+Write-Host "Local export: $($latestRun.FullName)"
+Write-Host "SharePoint target: $target"
+Write-Host "rclone log: $rcloneLog"

TrafagSalesExporter/docs/SAGE_SPAIN_RCLONE_UPLOAD_ANLEITUNG_2026-06-03.md

@@ -0,0 +1,258 @@
+# Sage Spanien Rclone Upload Anleitung
+
+Stand: 2026-06-03
+
+Ziel: Der Sage-Server in Spanien erzeugt die Sales-CSV lokal und lädt die Datei danach automatisch in den SharePoint-Ordner fuer den Dashboard-Import.
+
+## Zielordner
+
+SharePoint URL:
+
+```text
+https://trafagag.sharepoint.com/sites/WorldwideBIPlatform/Shared%20Documents/Import/Finance/Spanien
+```
+
+Technischer Ordner:
+
+```text
+Shared Documents/Import/Finance/Spanien
+```
+
+Empfohlener rclone-Zielpfad:
+
+```text
+trafag-bi:Import/Finance/Spanien
+```
+
+Dabei zeigt `trafag-bi` auf die Dokumentbibliothek `Shared Documents` der SharePoint-Site:
+
+```text
+https://trafagag.sharepoint.com/sites/WorldwideBIPlatform
+```
+
+## Benötigte Dateien Auf Dem Spanien-Server
+
+Empfohlener Ordner:
+
+```text
+C:\Trafag\SageSpain
+```
+
+Dateien:
+
+```text
+Export-SageSpainSalesCsv.ps1
+Run-SpainExportAndUpload.ps1
+```
+
+Die Dateien liegen im Paket:
+
+```text
+SageSpainFinalExportPackage.zip
+```
+
+## rclone Installieren
+
+Falls `winget` vorhanden ist:
+
+```powershell
+winget install Rclone.Rclone
+```
+
+Alternativ rclone ZIP manuell installieren, z.B. nach:
+
+```text
+C:\Tools\rclone\rclone.exe
+```
+
+Danach testen:
+
+```powershell
+rclone version
+```
+
+Falls `rclone` nicht im PATH ist, später den vollständigen Pfad verwenden:
+
+```powershell
+C:\Tools\rclone\rclone.exe version
+```
+
+## rclone Remote Einrichten
+
+Auf dem Spanien-Server:
+
+```powershell
+rclone config
+```
+
+Empfohlene Eingaben:
+
+```text
+n
+name> trafag-bi
+Storage> onedrive
+```
+
+Danach Microsoft Login durchführen.
+
+Wichtig:
+
+- Site: `WorldwideBIPlatform`
+- Dokumentbibliothek: `Shared Documents`
+- Der rclone-Remote `trafag-bi` soll auf die Dokumentbibliothek `Shared Documents` zeigen.
+
+## rclone Testen
+
+```powershell
+rclone lsd trafag-bi:
+rclone lsd trafag-bi:"Import"
+rclone lsd trafag-bi:"Import/Finance"
+rclone lsd trafag-bi:"Import/Finance/Spanien"
+```
+
+Wenn der letzte Befehl den Ordner ohne Fehler zeigt, ist der Zielpfad korrekt.
+
+## Manueller Export Ohne Upload
+
+Full Export 2025:
+
+```powershell
+Set-ExecutionPolicy -Scope Process Bypass
+cd C:\Trafag\SageSpain
+.\Export-SageSpainSalesCsv.ps1 -ExportMode Full -Year 2025 -OutputDirectory C:\Trafag\SageSpain\out
+```
+
+Delta/Range Export:
+
+```powershell
+Set-ExecutionPolicy -Scope Process Bypass
+cd C:\Trafag\SageSpain
+.\Export-SageSpainSalesCsv.ps1 -ExportMode Range -DateFilter LineRegistrationDate -FromDate "2026-06-02" -ToDate "2026-06-03" -OutputDirectory C:\Trafag\SageSpain\out
+```
+
+Hinweis:
+
+- `ToDate` ist exklusiv.
+- Der Zeitraum `"2026-06-02"` bis `"2026-06-03"` exportiert den 2. Juni.
+- Für tägliche Deltas ist `LineRegistrationDate` sinnvoll, weil neue oder geänderte Zeilen nach Registrierungsdatum kommen.
+
+## Export Und Upload Zusammen Starten
+
+Standard: täglicher Delta-Lauf, gestern bis heute:
+
+```powershell
+Set-ExecutionPolicy -Scope Process Bypass
+cd C:\Trafag\SageSpain
+.\Run-SpainExportAndUpload.ps1
+```
+
+Expliziter Zeitraum:
+
+```powershell
+.\Run-SpainExportAndUpload.ps1 -ExportMode Range -DateFilter LineRegistrationDate -FromDate "2026-06-02" -ToDate "2026-06-03"
+```
+
+Full Export mit Upload:
+
+```powershell
+.\Run-SpainExportAndUpload.ps1 -ExportMode Full -Year 2025
+```
+
+Wenn rclone nicht im PATH ist:
+
+```powershell
+.\Run-SpainExportAndUpload.ps1 -RcloneExe "C:\Tools\rclone\rclone.exe"
+```
+
+Wenn der rclone-Remote anders heisst:
+
+```powershell
+.\Run-SpainExportAndUpload.ps1 -RcloneRemote "MEIN_REMOTE_NAME"
+```
+
+## Was Wird Hochgeladen?
+
+Das Wrapper-Script lädt aus dem neuesten Exportordner:
+
+```text
+*.csv
+*_summary.txt
+```
+
+Ziel:
+
+```text
+trafag-bi:Import/Finance/Spanien
+```
+
+Das Script ändert keine Daten in Sage und keine Daten in SQL Server.
+
+## Windows Task Scheduler
+
+Empfohlener täglicher Lauf, z.B. 02:00 Uhr:
+
+```powershell
+$action = New-ScheduledTaskAction `
+  -Execute "powershell.exe" `
+  -Argument "-NoProfile -ExecutionPolicy Bypass -File C:\Trafag\SageSpain\Run-SpainExportAndUpload.ps1"
+
+$trigger = New-ScheduledTaskTrigger -Daily -At 02:00
+
+Register-ScheduledTask `
+  -TaskName "Trafag Spain Sage Export Upload" `
+  -Action $action `
+  -Trigger $trigger `
+  -Description "Exports Sage Spain sales CSV and uploads it to SharePoint via rclone"
+```
+
+Wenn rclone nicht im PATH ist:
+
+```powershell
+$action = New-ScheduledTaskAction `
+  -Execute "powershell.exe" `
+  -Argument "-NoProfile -ExecutionPolicy Bypass -File C:\Trafag\SageSpain\Run-SpainExportAndUpload.ps1 -RcloneExe C:\Tools\rclone\rclone.exe"
+```
+
+## Kontrolle Nach Dem Lauf
+
+Lokal:
+
+```powershell
+Get-ChildItem C:\Trafag\SageSpain\out -Directory | Sort-Object LastWriteTime -Descending | Select-Object -First 1
+Get-ChildItem C:\Trafag\SageSpain\logs
+```
+
+SharePoint:
+
+```powershell
+rclone ls trafag-bi:"Import/Finance/Spanien"
+```
+
+Im Browser prüfen:
+
+```text
+https://trafagag.sharepoint.com/sites/WorldwideBIPlatform/Shared%20Documents/Import/Finance/Spanien
+```
+
+## Fehlerbilder
+
+`rclone: command not found`
+
+- rclone ist nicht im PATH.
+- Lösung: `-RcloneExe "C:\Tools\rclone\rclone.exe"` verwenden.
+
+`directory not found`
+
+- Remote zeigt nicht auf `Shared Documents` oder Zielordner ist anders.
+- Mit `rclone lsd trafag-bi:` und `rclone lsd trafag-bi:"Import/Finance"` prüfen.
+
+`Access denied`
+
+- Microsoft Login oder SharePoint-Berechtigung fehlt.
+- Der Windows-User des geplanten Tasks muss Zugriff auf rclone-Konfiguration und SharePoint haben.
+
+Leere Delta-Datei:
+
+- Zeitraum prüfen.
+- `ToDate` ist exklusiv.
+- Bei täglichem Lauf für gestern bis heute ist das korrekt.

TrafagSalesExporter/docs/SAGE_SPAIN_RCLONE_UPLOAD_GUIDE_2026-06-03.md

@@ -0,0 +1,258 @@
+# Sage Spain Rclone Upload Guide
+
+Status: 2026-06-03
+
+Purpose: The Sage server in Spain creates the sales CSV locally and then automatically uploads the file to the SharePoint folder used by the dashboard import.
+
+## Target Folder
+
+SharePoint URL:
+
+```text
+https://trafagag.sharepoint.com/sites/WorldwideBIPlatform/Shared%20Documents/Import/Finance/Spanien
+```
+
+Technical folder:
+
+```text
+Shared Documents/Import/Finance/Spanien
+```
+
+Recommended rclone target path:
+
+```text
+trafag-bi:Import/Finance/Spanien
+```
+
+The rclone remote `trafag-bi` should point to the `Shared Documents` document library of this SharePoint site:
+
+```text
+https://trafagag.sharepoint.com/sites/WorldwideBIPlatform
+```
+
+## Required Files On The Spain Server
+
+Recommended folder:
+
+```text
+C:\Trafag\SageSpain
+```
+
+Required files:
+
+```text
+Export-SageSpainSalesCsv.ps1
+Run-SpainExportAndUpload.ps1
+```
+
+The files are included in:
+
+```text
+SageSpainFinalExportPackage.zip
+```
+
+## Install rclone
+
+If `winget` is available:
+
+```powershell
+winget install Rclone.Rclone
+```
+
+Alternatively, install the rclone ZIP manually, for example to:
+
+```text
+C:\Tools\rclone\rclone.exe
+```
+
+Test the installation:
+
+```powershell
+rclone version
+```
+
+If `rclone` is not in the PATH, use the full path later:
+
+```powershell
+C:\Tools\rclone\rclone.exe version
+```
+
+## Configure The rclone Remote
+
+On the Spain server:
+
+```powershell
+rclone config
+```
+
+Recommended input:
+
+```text
+n
+name> trafag-bi
+Storage> onedrive
+```
+
+Then complete the Microsoft login.
+
+Important:
+
+- Site: `WorldwideBIPlatform`
+- Document library: `Shared Documents`
+- The rclone remote `trafag-bi` should point to the document library `Shared Documents`.
+
+## Test rclone
+
+```powershell
+rclone lsd trafag-bi:
+rclone lsd trafag-bi:"Import"
+rclone lsd trafag-bi:"Import/Finance"
+rclone lsd trafag-bi:"Import/Finance/Spanien"
+```
+
+If the last command lists the folder without an error, the target path is correct.
+
+## Manual Export Without Upload
+
+Full export for 2025:
+
+```powershell
+Set-ExecutionPolicy -Scope Process Bypass
+cd C:\Trafag\SageSpain
+.\Export-SageSpainSalesCsv.ps1 -ExportMode Full -Year 2025 -OutputDirectory C:\Trafag\SageSpain\out
+```
+
+Delta/range export:
+
+```powershell
+Set-ExecutionPolicy -Scope Process Bypass
+cd C:\Trafag\SageSpain
+.\Export-SageSpainSalesCsv.ps1 -ExportMode Range -DateFilter LineRegistrationDate -FromDate "2026-06-02" -ToDate "2026-06-03" -OutputDirectory C:\Trafag\SageSpain\out
+```
+
+Notes:
+
+- `ToDate` is exclusive.
+- The range `"2026-06-02"` to `"2026-06-03"` exports June 2.
+- For daily delta exports, `LineRegistrationDate` is recommended because it captures newly registered or changed lines.
+
+## Run Export And Upload Together
+
+Default: daily delta run, yesterday until today:
+
+```powershell
+Set-ExecutionPolicy -Scope Process Bypass
+cd C:\Trafag\SageSpain
+.\Run-SpainExportAndUpload.ps1
+```
+
+Explicit date range:
+
+```powershell
+.\Run-SpainExportAndUpload.ps1 -ExportMode Range -DateFilter LineRegistrationDate -FromDate "2026-06-02" -ToDate "2026-06-03"
+```
+
+Full export with upload:
+
+```powershell
+.\Run-SpainExportAndUpload.ps1 -ExportMode Full -Year 2025
+```
+
+If rclone is not in the PATH:
+
+```powershell
+.\Run-SpainExportAndUpload.ps1 -RcloneExe "C:\Tools\rclone\rclone.exe"
+```
+
+If the rclone remote has another name:
+
+```powershell
+.\Run-SpainExportAndUpload.ps1 -RcloneRemote "YOUR_REMOTE_NAME"
+```
+
+## What Gets Uploaded?
+
+The wrapper script uploads these files from the newest export folder:
+
+```text
+*.csv
+*_summary.txt
+```
+
+Target:
+
+```text
+trafag-bi:Import/Finance/Spanien
+```
+
+The script does not change any data in Sage or SQL Server.
+
+## Windows Task Scheduler
+
+Recommended daily run, for example at 02:00:
+
+```powershell
+$action = New-ScheduledTaskAction `
+  -Execute "powershell.exe" `
+  -Argument "-NoProfile -ExecutionPolicy Bypass -File C:\Trafag\SageSpain\Run-SpainExportAndUpload.ps1"
+
+$trigger = New-ScheduledTaskTrigger -Daily -At 02:00
+
+Register-ScheduledTask `
+  -TaskName "Trafag Spain Sage Export Upload" `
+  -Action $action `
+  -Trigger $trigger `
+  -Description "Exports Sage Spain sales CSV and uploads it to SharePoint via rclone"
+```
+
+If rclone is not in the PATH:
+
+```powershell
+$action = New-ScheduledTaskAction `
+  -Execute "powershell.exe" `
+  -Argument "-NoProfile -ExecutionPolicy Bypass -File C:\Trafag\SageSpain\Run-SpainExportAndUpload.ps1 -RcloneExe C:\Tools\rclone\rclone.exe"
+```
+
+## Check After The Run
+
+Local output:
+
+```powershell
+Get-ChildItem C:\Trafag\SageSpain\out -Directory | Sort-Object LastWriteTime -Descending | Select-Object -First 1
+Get-ChildItem C:\Trafag\SageSpain\logs
+```
+
+SharePoint via rclone:
+
+```powershell
+rclone ls trafag-bi:"Import/Finance/Spanien"
+```
+
+Browser check:
+
+```text
+https://trafagag.sharepoint.com/sites/WorldwideBIPlatform/Shared%20Documents/Import/Finance/Spanien
+```
+
+## Common Issues
+
+`rclone: command not found`
+
+- rclone is not in the PATH.
+- Use `-RcloneExe "C:\Tools\rclone\rclone.exe"`.
+
+`directory not found`
+
+- The remote may not point to `Shared Documents`, or the target folder may be different.
+- Check with `rclone lsd trafag-bi:` and `rclone lsd trafag-bi:"Import/Finance"`.
+
+`Access denied`
+
+- Microsoft login or SharePoint permissions are missing.
+- The Windows user running the scheduled task must have access to the rclone configuration and to SharePoint.
+
+Empty delta file:
+
+- Check the date range.
+- `ToDate` is exclusive.
+- For a daily run, yesterday until today is correct.