Add AD auth and B1 currency fields

TrafagSalesExporter/Components/Layout/MainLayout.razor

@@ -1,5 +1,6 @@
 @inherits LayoutComponentBase
 @implements IDisposable
+@using System.Security.Claims
 @inject TrafagSalesExporter.Services.IUiTextService UiText
 
 <MudThemeProvider Theme="_theme" />
@@ -23,6 +24,11 @@
             <MudSelectItem Value="@("de")">DE</MudSelectItem>
             <MudSelectItem Value="@("en")">EN</MudSelectItem>
         </MudSelect>
+        <AuthorizeView>
+            <Authorized Context="authState">
+                <MudText Typo="Typo.caption" Class="mr-3">@ShortName(authState.User)</MudText>
+            </Authorized>
+        </AuthorizeView>
         <img src="trafag.jpg" alt="Trafag" class="app-logo" />
     </MudAppBar>
 
@@ -67,6 +73,13 @@
 
     private string T(string german, string english) => UiText.Text(german, english);
 
+    private static string ShortName(ClaimsPrincipal user)
+    {
+        var name = user.Identity?.Name ?? string.Empty;
+        var separator = name.LastIndexOf('\\');
+        return separator >= 0 && separator < name.Length - 1 ? name[(separator + 1)..] : name;
+    }
+
     public void Dispose()
     {
         UiText.Changed -= HandleLanguageChanged;

TrafagSalesExporter/Components/Layout/NavMenu.razor

@@ -1,21 +1,30 @@
+@using TrafagSalesExporter.Security
 @inject TrafagSalesExporter.Services.IUiTextService UiText
 
 <MudNavMenu>
     <MudNavLink Href="/" Match="NavLinkMatch.All" Icon="@Icons.Material.Filled.Dashboard">
         @T("Dashboard", "Dashboard")
     </MudNavLink>
+    <AuthorizeView Policy="@SecurityPolicies.AdminOnly">
+        <Authorized>
             <MudNavLink Href="/standorte" Match="NavLinkMatch.Prefix" Icon="@Icons.Material.Filled.LocationOn">
                 @T("Standorte", "Sites")
             </MudNavLink>
             <MudNavLink Href="/transformations" Match="NavLinkMatch.Prefix" Icon="@Icons.Material.Filled.Transform">
                 @T("Transformationen", "Transformations")
             </MudNavLink>
+        </Authorized>
+    </AuthorizeView>
     <MudNavLink Href="/management-cockpit" Match="NavLinkMatch.Prefix" Icon="@Icons.Material.Filled.Analytics">
         @T("Management Cockpit", "Management Cockpit")
     </MudNavLink>
+    <AuthorizeView Policy="@SecurityPolicies.AdminOnly">
+        <Authorized>
             <MudNavLink Href="/settings" Match="NavLinkMatch.Prefix" Icon="@Icons.Material.Filled.Settings">
                 @T("Settings", "Settings")
             </MudNavLink>
+        </Authorized>
+    </AuthorizeView>
     <MudNavLink Href="/logs" Match="NavLinkMatch.Prefix" Icon="@Icons.Material.Filled.List">
         @T("Logs", "Logs")
     </MudNavLink>

TrafagSalesExporter/Components/Pages/Settings.razor

@@ -1,4 +1,5 @@
 @page "/settings"
+@attribute [Authorize(Policy = TrafagSalesExporter.Security.SecurityPolicies.AdminOnly)]
 @using TrafagSalesExporter.Models
 @using TrafagSalesExporter.Services
 @inject ISettingsPageService SettingsPageActions

TrafagSalesExporter/Components/Pages/Standorte.razor

@@ -1,4 +1,5 @@
 @page "/standorte"
+@attribute [Authorize(Policy = TrafagSalesExporter.Security.SecurityPolicies.AdminOnly)]
 @using Microsoft.AspNetCore.Components.Forms
 @using System.Text.Json
 @using System.Reflection

TrafagSalesExporter/Components/Pages/Transformations.razor

@@ -1,4 +1,5 @@
 @page "/transformations"
+@attribute [Authorize(Policy = TrafagSalesExporter.Security.SecurityPolicies.AdminOnly)]
 @using System.Reflection
 @using TrafagSalesExporter.Models
 @using TrafagSalesExporter.Services

TrafagSalesExporter/Components/Routes.razor

@@ -1,6 +1,23 @@
-<Router AppAssembly="typeof(Program).Assembly">
+@using Microsoft.AspNetCore.Components.Authorization
+
+<CascadingAuthenticationState>
+    <Router AppAssembly="typeof(Program).Assembly">
         <Found Context="routeData">
-        <RouteView RouteData="routeData" DefaultLayout="typeof(Layout.MainLayout)" />
+            <AuthorizeRouteView RouteData="routeData" DefaultLayout="typeof(Layout.MainLayout)">
+                <NotAuthorized>
+                    <LayoutView Layout="typeof(Layout.MainLayout)">
+                        <MudAlert Severity="Severity.Error" Variant="Variant.Outlined">
+                            Zugriff verweigert. Bitte mit einem berechtigten Windows-/Domain-Benutzer anmelden.
+                        </MudAlert>
+                    </LayoutView>
+                </NotAuthorized>
+                <Authorizing>
+                    <LayoutView Layout="typeof(Layout.MainLayout)">
+                        <MudProgressCircular Indeterminate="true" />
+                    </LayoutView>
+                </Authorizing>
+            </AuthorizeRouteView>
             <FocusOnNavigate RouteData="routeData" Selector="h1" />
         </Found>
-</Router>
+    </Router>
+</CascadingAuthenticationState>

TrafagSalesExporter/Components/_Imports.razor

@@ -1,7 +1,9 @@
 @using System.Net.Http
 @using Microsoft.AspNetCore.Components.Forms
+@using Microsoft.AspNetCore.Components.Authorization
 @using Microsoft.AspNetCore.Components.Routing
 @using Microsoft.AspNetCore.Components.Web
+@using Microsoft.AspNetCore.Authorization
 @using Microsoft.JSInterop
 @using MudBlazor
 @using TrafagSalesExporter.Components

TrafagSalesExporter/HANDOFF_2026-04-15.md

@@ -2,6 +2,171 @@
 
 Stand: 2026-04-15
 
+## Nachtrag 2026-04-29 B1-Belegwaehrungsfelder aus HANA
+
+Der HANA/B1-Export wurde um Beleg- und Hauswaehrungsfelder erweitert.
+
+Grund:
+
+- `p.StockPrice` muss fachlich in der B1-Hauswaehrung bewertet werden
+- die Hauswaehrung kommt aus `OADM.MainCurncy`
+- bisher wurde `StandardCostCurrency` aus `p.Currency` bzw. `h.DocCur` abgeleitet
+- fuer Power-BI-/Cockpit-Gegenpruefung muessen Belegwaehrung, Hauswaehrung, Netto-/Steuerbetraege und Kurs sichtbar sein
+
+Neue Felder in `SalesRecord` und `CentralSalesRecord`:
+
+- `DocumentCurrency`
+- `DocumentTotalForeignCurrency`
+- `DocumentTotalLocalCurrency`
+- `VatSumForeignCurrency`
+- `VatSumLocalCurrency`
+- `DocumentRate`
+- `CompanyCurrency`
+
+B1-Feldmapping:
+
+- `DocumentCurrency` = `OINV/ORIN.DocCur`
+- `DocumentTotalForeignCurrency` = `OINV/ORIN.DocTotalFC`
+- `DocumentTotalLocalCurrency` = `OINV/ORIN.DocTotal`
+- `VatSumForeignCurrency` = `OINV/ORIN.VatSumFC`
+- `VatSumLocalCurrency` = `OINV/ORIN.VatSum`
+- `DocumentRate` = `OINV/ORIN.DocRate`
+- `CompanyCurrency` = `OADM.MainCurncy`
+- `StandardCostCurrency` = `OADM.MainCurncy`
+
+Technische Umsetzung:
+
+- `HanaQueryService` liest `OADM` jetzt per `CROSS JOIN`
+- Invoice- und Credit-Note-Query liefern die neuen Felder
+- bei Gutschriften werden Dokument- und Steuerbetraege mit negativem Vorzeichen uebernommen
+- `CentralSalesRecords`-Schema wurde erweitert
+- bestehende SQLite-DBs erhalten die neuen Spalten per `DatabaseSchemaMaintenanceService`
+- `CentralSalesRecordService` persistiert und liest die neuen Felder
+- `ExcelExportService` schreibt die neuen Spalten in Standort- und `Sales_All_*.xlsx`-Dateien
+- `ManualExcelImportService` kann die neuen Spalten wieder einlesen
+- `ConfigTransferService` erhaelt die neuen Felder beim Remapping zentraler Laufzeitdaten
+
+Wichtig fuer Power BI:
+
+- die neuen `DocumentTotal*`- und `VatSum*`-Felder sind Belegkopfwerte
+- sie werden in der positionsbasierten Excel pro Positionszeile wiederholt
+- diese Felder duerfen daher nicht blind positionsweise summiert werden
+- fuer Belegkopfsummen in Power BI zuerst nach `DocumentType`, `Invoice Number`, `TSC` und ggf. `Land` deduplizieren
+- positionsbasierte Auswertungen sollen weiterhin mit positionsbezogenen Feldern wie `Sales Price/Value`, `Quantity` oder `Standard cost` arbeiten
+
+Verifikation:
+
+- `dotnet build .\TrafagSalesExporter.csproj --verbosity minimal` erfolgreich
+- `dotnet test .\TrafagSalesExporter.Tests\TrafagSalesExporter.Tests.csproj --verbosity minimal` erfolgreich
+- `48/48` Tests gruen
+- `ManualExcelImportServiceTests` pruefen die neuen Excel-Spalten
+- `CentralSalesRecordServiceTests` pruefen Persistenz und Ruecklesen der neuen B1-Felder
+
+## Nachtrag 2026-04-29 Clean-Code-/DI-Befund
+
+Der aktuelle Code ist DI-orientiert und deutlich besser strukturiert als zu Beginn des Refactorings, aber noch nicht durchgehend ein Clean-Code-Ideal.
+
+Positiv:
+
+- Services werden weitgehend ueber Interfaces und DI verdrahtet
+- `DataSourceAdapter` trennt die Quellsysteme
+- Page-Services reduzieren direkte DB-Logik in mehreren Razor-Seiten
+- `Scoped` fuer UI-nahe Services und `Singleton` fuer gemeinsame Infrastruktur/Orchestrierung ist bewusst gewaehlt
+- Testabdeckung fuer zentrale Fachlogik ist vorhanden und waechst
+
+Weiterhin offene Clean-Code-Risiken:
+
+- `DatabaseInitializationService` ist weiterhin produktiver Reparatur-/Migrationspfad
+- `Settings.razor` und `Standorte.razor` enthalten noch viel Workflow-/UI-Logik
+- `ManagementCockpitService` und `ConfigTransferService` sind breit und sollten spaeter weiter aufgeteilt werden
+- Retry-/Robustheitslayer fuer externe Systeme fehlt
+- Secret-Store fehlt
+- Auth-Rollenmodell ist aktuell pragmatisch, aber noch grob
+
+Bewertung:
+
+- Architektur: brauchbar bis gut
+- DI: grundsaetzlich sauber
+- Clean Code: mittel bis gut, mit klaren Altlasten
+
+Dieser Befund wurde bewusst nur dokumentiert. Die strukturelle Bereinigung wird spaeter priorisiert.
+
+## Nachtrag 2026-04-29 Authentifizierung / AD-Zugriffsschutz
+
+Nach Rueckmeldung der IT wurde ein Zugriffsschutz fuer die Blazor-App eingebaut.
+
+Vorher konnte jeder Benutzer mit Netzwerkzugriff auf die App-URL die Anwendung oeffnen. Das war kritisch, weil die App Verkaufsdaten, Standort-/Quellsystemkonfiguration, SharePoint-Konfiguration, Config Import/Export und Secrets bzw. Zugangsdatenfelder beruehrt.
+
+Neuer Stand:
+
+- die App ist grundsaetzlich authentifizierungspflichtig
+- produktives Ziel ist Windows Authentication / Active Directory
+- Berechtigungen laufen ueber AD-Gruppen
+- es gibt keine eigene Benutzer-/Passwortverwaltung in der App
+- es gibt keinen versteckten produktiven Backdoor
+
+Neue Security-Dateien:
+
+- `Security/SecurityOptions.cs`
+- `Security/SecurityPolicies.cs`
+- `Security/DevelopmentAuthenticationHandler.cs`
+
+Geaenderte zentrale Dateien:
+
+- `Program.cs`
+- `Components/Routes.razor`
+- `Components/_Imports.razor`
+- `Components/Layout/NavMenu.razor`
+- `Components/Layout/MainLayout.razor`
+- `appsettings.json`
+- `appsettings.Development.json`
+
+Aktuelles Rollenmodell:
+
+- `Security:AccessGroups` steuert Zugriff auf die App
+- `Security:AdminGroups` steuert Admin-Berechtigung
+- Default-Gruppen sind `TRAFAG\\TrafagSalesExporter-Users` und `TRAFAG\\TrafagSalesExporter-Admins`
+- echte Gruppennamen muessen von der IT bestaetigt oder angepasst werden
+
+Admin-geschuetzte Seiten:
+
+- `Settings`
+- `Standorte`
+- `Transformations`
+
+Dashboard, Management Cockpit und Logs bleiben fuer berechtigte angemeldete Benutzer sichtbar.
+
+Development:
+
+- `appsettings.Development.json` aktiviert bei `ASPNETCORE_ENVIRONMENT=Development` einen lokalen Development-Auth-Handler
+- Default-User: `DEV\\TrafagDeveloper`
+- `DevelopmentUserIsAdmin=true`, damit lokal weiter programmiert werden kann
+- produktiv darf die App nicht mit `Development` laufen
+
+IIS-/IT-Hinweise:
+
+1. Windows Authentication aktivieren
+2. Anonymous Authentication deaktivieren
+3. `ASPNETCORE_ENVIRONMENT` produktiv nicht auf `Development` setzen
+4. AD-Gruppen fuer Benutzer und Admins anlegen oder bestehende Gruppen eintragen
+5. `Security:AccessGroups` und `Security:AdminGroups` in produktiver Konfiguration korrekt setzen
+
+Verifikation:
+
+```text
+dotnet build .\TrafagSalesExporter.csproj --verbosity minimal
+dotnet test .\TrafagSalesExporter.Tests\TrafagSalesExporter.Tests.csproj --verbosity minimal
+```
+
+Ergebnis:
+
+- Build erfolgreich
+- Tests erfolgreich
+- `48/48` Tests gruen
+- Auth-Policy-Tests fuer AccessGroup, AdminGroup und Development-Admin vorhanden
+- lokaler Development-Auth-Start geprueft: `http://localhost:55416` antwortet mit HTTP `200`
+- bekannte MudBlazor-Analyzer-Warnungen zu `Dense` bleiben
+
 ## Nachtrag 2026-04-29 Management-Cockpit-Auswertung
 
 Seit dem letzten dokumentierten Stand vom 2026-04-17 wurde das `Management Cockpit` weiter ausgebaut. Dieser Abschnitt rekonstruiert den aktuellen Stand aus dem Code, weil die Aenderungen nach einem PC-Absturz nicht direkt nachdokumentiert wurden.

TrafagSalesExporter/LLM_SYSTEM_GUIDE.md

@@ -25,6 +25,7 @@ Zielbild:
 ## Technologie-Stack
 
 - UI: Blazor Server + MudBlazor
+- Authentifizierung: ASP.NET Core Authentication/Authorization, produktiv Windows Authentication / Active Directory
 - Datenbank: SQLite (`trafag_exporter.db`)
 - Excel lesen/schreiben: ClosedXML
 - SAP HANA Zugriff: `Sap.Data.Hana.Core.v2.1.dll`
@@ -42,6 +43,14 @@ Wichtige Dateien:
 
 `Program.cs` registriert fast die komplette Architektur ueber DI und fuehrt beim Start `DatabaseInitializationService.InitializeAsync()` aus.
 
+Zusaetzlich registriert `Program.cs` den Zugriffsschutz:
+
+- `AddCascadingAuthenticationState`
+- Windows Authentication fuer produktive Umgebungen
+- Development-Authentication-Handler nur bei `ASPNETCORE_ENVIRONMENT=Development` und `Security:DevelopmentBypass=true`
+- globale Fallback-Policy fuer authentifizierte/berechtigte User
+- Policy `AdminOnly` fuer administrative Seiten
+
 ## Hauptseiten
 
 Navigation:
@@ -71,6 +80,13 @@ Kurzrollen:
 - `Settings`: SharePoint, Exportpfade, Quellsysteme, Wechselkurse, Config Import/Export
 - `Logs`: technische Ereignisprotokolle
 
+Security:
+
+- alle Routen erfordern Authentifizierung
+- `Settings`, `Standorte` und `Transformations` sind `AdminOnly`
+- Admin-Navigation wird nur fuer Admins angezeigt
+- eingeloggter Benutzer wird im App-Bar angezeigt
+
 ## Kernmodelle
 
 Wichtige Entity-Klassen:
@@ -90,6 +106,18 @@ Wichtige Entity-Klassen:
 - [Models/AppEventLog.cs](C:/Users/koi/source/repos/Ai/TrafagSalesExporter/Models/AppEventLog.cs)
 - [Models/CurrencyExchangeRate.cs](C:/Users/koi/source/repos/Ai/TrafagSalesExporter/Models/CurrencyExchangeRate.cs)
 
+`SalesRecord` / `CentralSalesRecord` enthalten neben den positionsnahen Feldern auch B1-Belegwaehrungsfelder:
+
+- `DocumentCurrency` aus `DocCur`
+- `DocumentTotalForeignCurrency` aus `DocTotalFC`
+- `DocumentTotalLocalCurrency` aus `DocTotal`
+- `VatSumForeignCurrency` aus `VatSumFC`
+- `VatSumLocalCurrency` aus `VatSum`
+- `DocumentRate` aus `DocRate`
+- `CompanyCurrency` aus `OADM.MainCurncy`
+
+Wichtig: diese Dokumentwerte sind Belegkopfwerte und werden in der positionsbasierten Excel pro Position wiederholt. Fuer Belegkopfsummen muessen Auswertungen nach Beleg deduplizieren.
+
 Wichtige Relationen:
 
 - `Site -> HanaServer` optional
@@ -403,6 +431,49 @@ Bereits gehaertete Fehlerbilder:
 - Legacy-Credential-Spalten in `HanaServers`
 - verschobene Spalten im `Sites_old -> Sites`-Kopierpfad
 
+## Authentifizierung / Autorisierung
+
+Dateien:
+
+- [Security/SecurityOptions.cs](C:/Users/koi/source/repos/Ai/TrafagSalesExporter/Security/SecurityOptions.cs)
+- [Security/SecurityPolicies.cs](C:/Users/koi/source/repos/Ai/TrafagSalesExporter/Security/SecurityPolicies.cs)
+- [Security/DevelopmentAuthenticationHandler.cs](C:/Users/koi/source/repos/Ai/TrafagSalesExporter/Security/DevelopmentAuthenticationHandler.cs)
+- [Components/Routes.razor](C:/Users/koi/source/repos/Ai/TrafagSalesExporter/Components/Routes.razor)
+- [Components/Layout/NavMenu.razor](C:/Users/koi/source/repos/Ai/TrafagSalesExporter/Components/Layout/NavMenu.razor)
+- [Components/Layout/MainLayout.razor](C:/Users/koi/source/repos/Ai/TrafagSalesExporter/Components/Layout/MainLayout.razor)
+
+Produktives Ziel:
+
+- Windows Authentication / Active Directory
+- keine eigene Benutzerverwaltung
+- Zugriff ueber AD-Gruppen
+- Adminrechte ueber separate AD-Gruppe
+
+Konfiguration in `appsettings.json`:
+
+- `Security:AccessGroups`
+- `Security:AdminGroups`
+- `Security:DevelopmentBypass`
+- `Security:DevelopmentUserIsAdmin`
+- `Security:DevelopmentUserName`
+
+Default-Gruppen:
+
+- `TRAFAG\\TrafagSalesExporter-Users`
+- `TRAFAG\\TrafagSalesExporter-Admins`
+
+Development:
+
+- `appsettings.Development.json` aktiviert einen lokalen Development-Auth-Handler
+- dieser ist nur fuer lokale Entwicklung gedacht
+- produktiv darf `ASPNETCORE_ENVIRONMENT` nicht `Development` sein
+
+IIS-Betrieb:
+
+- Windows Authentication aktivieren
+- Anonymous Authentication deaktivieren
+- AD-Gruppennamen in produktiver Konfiguration setzen
+
 ## Config Import / Export
 
 Dateien:
@@ -462,6 +533,19 @@ Aktuell vorhandene Schwerpunkte:
 - Mengen-Auswertung ohne Waehrungsumrechnung
 - Zusatz-Summenfelder in Zeitreihen
 
+`SecurityPolicyFactoryTests` decken inzwischen ab:
+
+- App-Zugriff fuer User in `AccessGroups`
+- Ablehnung fuer User ausserhalb der Access-Gruppen
+- Development-Auth-Zugriff im lokalen Modus
+- Admin-Zugriff fuer User in `AdminGroups`
+- Ablehnung normaler User fuer `AdminOnly`
+- Development-Admin-Claim
+
+`CentralSalesRecordServiceTests` decken inzwischen ab:
+
+- Persistenz und Ruecklesen der B1-Belegwaehrungsfelder in `CentralSalesRecords`
+
 Wichtig:
 
 - es gibt aktuell keine echten UI-Komponententests mit `bUnit`

TrafagSalesExporter/Models/CentralSalesRecord.cs

@@ -32,6 +32,13 @@ public class CentralSalesRecord
     public string PurchaseOrderNumber { get; set; } = string.Empty;
     public decimal SalesPriceValue { get; set; }
     public string SalesCurrency { get; set; } = string.Empty;
+    public string DocumentCurrency { get; set; } = string.Empty;
+    public decimal DocumentTotalForeignCurrency { get; set; }
+    public decimal DocumentTotalLocalCurrency { get; set; }
+    public decimal VatSumForeignCurrency { get; set; }
+    public decimal VatSumLocalCurrency { get; set; }
+    public decimal DocumentRate { get; set; }
+    public string CompanyCurrency { get; set; } = string.Empty;
     public string Incoterms2020 { get; set; } = string.Empty;
     public string SalesResponsibleEmployee { get; set; } = string.Empty;
     public DateTime? InvoiceDate { get; set; }

TrafagSalesExporter/Models/SalesRecord.cs

@@ -22,6 +22,13 @@ public class SalesRecord
     public string PurchaseOrderNumber { get; set; } = string.Empty;
     public decimal SalesPriceValue { get; set; }
     public string SalesCurrency { get; set; } = string.Empty;
+    public string DocumentCurrency { get; set; } = string.Empty;
+    public decimal DocumentTotalForeignCurrency { get; set; }
+    public decimal DocumentTotalLocalCurrency { get; set; }
+    public decimal VatSumForeignCurrency { get; set; }
+    public decimal VatSumLocalCurrency { get; set; }
+    public decimal DocumentRate { get; set; }
+    public string CompanyCurrency { get; set; } = string.Empty;
     public string Incoterms2020 { get; set; } = string.Empty;
     public string SalesResponsibleEmployee { get; set; } = string.Empty;
     public DateTime? InvoiceDate { get; set; }

TrafagSalesExporter/NEXT_STEPS_2026-04-15.md

@@ -2,6 +2,183 @@
 
 Stand: 2026-04-15
 
+## Nachtrag 2026-04-29 B1-Belegwaehrungsfelder
+
+Der HANA/B1-Export zieht jetzt zusaetzliche Belegwaehrungsfelder:
+
+- `DocCur`
+- `DocTotalFC`
+- `DocTotal`
+- `VatSumFC`
+- `VatSum`
+- `DocRate`
+- `OADM.MainCurncy`
+
+Neue Zielfelder:
+
+- `DocumentCurrency`
+- `DocumentTotalForeignCurrency`
+- `DocumentTotalLocalCurrency`
+- `VatSumForeignCurrency`
+- `VatSumLocalCurrency`
+- `DocumentRate`
+- `CompanyCurrency`
+
+Zusaetzlich gilt jetzt:
+
+- `StandardCostCurrency` kommt im HANA-Pfad aus `OADM.MainCurncy`
+- `Sales_All_*.xlsx` enthaelt die neuen Spalten
+- `CentralSalesRecords` enthaelt die neuen Spalten
+- bestehende SQLite-DBs werden beim Start um die Spalten erweitert
+- Manual-Excel-Import kann die neuen Spalten lesen
+
+### Wichtig fuer Auswertungen
+
+Die neuen `DocumentTotal*`- und `VatSum*`-Werte sind Belegkopfwerte und werden in der positionsbasierten Datei pro Position wiederholt.
+
+Power BI:
+
+- nicht positionsweise summieren
+- zuerst nach Beleg deduplizieren, z. B. `TSC` + `DocumentType` + `Invoice Number`
+- danach Belegkopfwerte summieren
+
+Positionswerte wie `Sales Price/Value`, `Quantity` und `Standard cost` bleiben fuer positionsbasierte Summen geeignet.
+
+### Verifikation
+
+Geprueft:
+
+```text
+dotnet build .\TrafagSalesExporter.csproj --verbosity minimal
+dotnet test .\TrafagSalesExporter.Tests\TrafagSalesExporter.Tests.csproj --verbosity minimal
+```
+
+Ergebnis:
+
+- Build erfolgreich
+- Tests erfolgreich
+- `48/48` Tests gruen
+
+## Nachtrag 2026-04-29 Clean-Code-/DI-Befund
+
+Aktueller Architektur- und DI-Zustand nach den letzten Umbauten:
+
+Gesamturteil:
+
+- die App ist deutlich besser strukturiert als zu Beginn
+- die Grundarchitektur ist brauchbar bis gut und fuer pragmatischen produktiven Einsatz geeignet
+- Dependency Injection wird grundsaetzlich sinnvoll genutzt
+- Clean Code ist mittel bis gut, aber noch nicht durchgehend konsequent
+
+Was positiv ist:
+
+- Kernservices laufen weitgehend ueber Interfaces und DI
+- `DataSourceAdapter`-Pattern trennt `HANA`, `SAP_GATEWAY` und `MANUAL_EXCEL`
+- `SiteExportService` ist dadurch deutlich schlanker als frueher
+- UI-nahe Page-Services wurden eingefuehrt
+- viele Razor-Seiten sind nicht mehr direkt `DbContext`-lastig
+- `Scoped` fuer Page-Services und `Singleton` fuer gemeinsame Infrastruktur/Orchestrierung ist bewusst gewaehlt
+- Tests decken wichtige Fachlogik ab, u. a. Transformationen, ConfigTransfer, DatabaseInitialization und ManagementCockpit
+
+Was noch nicht ideal ist:
+
+- `DatabaseInitializationService` bleibt ein produktiver Reparatur-/Migrationsblock und ist kein sauberes versioniertes Migrationssystem
+- `Settings.razor` und `Standorte.razor` enthalten weiterhin relativ viel UI-/Workflow-Logik
+- `ManagementCockpitService`, `ConfigTransferService` und Teile der Initialisierung sind noch sehr breit
+- konsolidierter Export hat historisch noch Semantikreste zwischen Live-Snapshot und `CentralSalesRecords`
+- Secrets/Zugangsdaten sind noch nicht ideal geloest
+- zentraler Retry-/Resilience-Layer fuer SAP/HANA/SharePoint fehlt
+- Auth ist jetzt pragmatisch mit User/Admin geschnitten, aber noch nicht fein nach `Viewer`, `Exporter`, `Admin`, `Finance`
+
+Sinnvolle spaetere Clean-Code-Schritte:
+
+1. `ManagementCockpitService` in kleinere Query-, Aggregation- und Currency-Komponenten teilen
+2. `Settings.razor` und `Standorte.razor` weiter Richtung Page-/Application-Services entlasten
+3. `DatabaseInitializationService` langfristig durch versionierte Migrationen ersetzen
+4. Auth-Policies fachlich feiner schneiden, z. B. `Viewer`, `Exporter`, `Admin`, `Finance`
+5. Retry/Timeout/Failure-Handling fuer externe Systeme zentralisieren
+6. Secret-Store-Konzept umsetzen
+
+## Nachtrag 2026-04-29 Authentifizierung / AD
+
+Die App wurde nach IT-Rueckmeldung gegen anonymen Zugriff abgesichert.
+
+Neuer Stand:
+
+- globale Authentifizierungspflicht
+- produktiv vorgesehen: Windows Authentication / Active Directory
+- Zugriff und Adminrechte ueber AD-Gruppen
+- kein eigener App-Login
+- kein versteckter produktiver Backdoor
+- lokaler Development-Bypass nur bei `ASPNETCORE_ENVIRONMENT=Development`
+
+Neue/angepasste Dateien:
+
+- `Program.cs`
+- `Security/SecurityOptions.cs`
+- `Security/SecurityPolicies.cs`
+- `Security/DevelopmentAuthenticationHandler.cs`
+- `Components/Routes.razor`
+- `Components/_Imports.razor`
+- `Components/Layout/NavMenu.razor`
+- `Components/Layout/MainLayout.razor`
+- `Components/Pages/Settings.razor`
+- `Components/Pages/Standorte.razor`
+- `Components/Pages/Transformations.razor`
+- `appsettings.json`
+- `appsettings.Development.json`
+
+Aktuelle Default-Gruppen:
+
+- `TRAFAG\TrafagSalesExporter-Users`
+- `TRAFAG\TrafagSalesExporter-Admins`
+
+### Noch mit IT zu klaeren
+
+1. Exakte AD-Domain-/Gruppennamen bestaetigen
+2. AD-Gruppen anlegen oder bestehende Gruppen verwenden
+3. IIS-Zielumgebung festlegen
+4. Auf IIS Windows Authentication aktivieren
+5. Auf IIS Anonymous Authentication deaktivieren
+6. Sicherstellen, dass produktiv nicht `ASPNETCORE_ENVIRONMENT=Development` gesetzt ist
+7. Test mit einem normalen User und einem Admin-User durchfuehren
+
+### Fachliche Rollenentscheidung
+
+Aktuell:
+
+- Admin:
+  - `Settings`
+  - `Standorte`
+  - `Transformations`
+- berechtigter User:
+  - Dashboard
+  - Management Cockpit
+  - Logs
+
+Noch zu entscheiden:
+
+- ob `Logs` ebenfalls Admin-only sein soll
+- ob Export-Buttons im Dashboard nur fuer eine eigene Rolle `Exporter` sichtbar sein sollen
+- ob Management Cockpit fuer alle berechtigten User oder nur fuer Management/Finance-Gruppen sichtbar sein soll
+
+### Verifikation
+
+Geprueft:
+
+```text
+dotnet build .\TrafagSalesExporter.csproj --verbosity minimal
+dotnet test .\TrafagSalesExporter.Tests\TrafagSalesExporter.Tests.csproj --verbosity minimal
+```
+
+Ergebnis:
+
+- Build erfolgreich
+- Tests erfolgreich
+- `48/48` Tests gruen
+- Auth-Policy-Tests fuer AccessGroup, AdminGroup und Development-Admin vorhanden
+- lokaler Development-Auth-Start geprueft: `http://localhost:55416` antwortet mit HTTP `200`
+
 ## Nachtrag 2026-04-29 Management Cockpit
 
 Seit dem 2026-04-17 wurden im `Management Cockpit` weitere Auswertmoeglichkeiten umgesetzt und nachtraeglich aus dem aktuellen Code rekonstruiert.

TrafagSalesExporter/Program.cs

@@ -1,6 +1,10 @@
+using Microsoft.AspNetCore.Authentication;
+using Microsoft.AspNetCore.Authorization;
+using Microsoft.AspNetCore.Server.IISIntegration;
 using Microsoft.EntityFrameworkCore;
 using MudBlazor.Services;
 using TrafagSalesExporter.Data;
+using TrafagSalesExporter.Security;
 using TrafagSalesExporter.Services;
 using TrafagSalesExporter.Services.DataSources;
 
@@ -13,6 +17,29 @@ builder.Logging.AddFilter("Microsoft.EntityFrameworkCore.Database.Command", LogL
 
 builder.Services.AddRazorComponents()
     .AddInteractiveServerComponents();
+builder.Services.AddCascadingAuthenticationState();
+
+var securitySettings = builder.Configuration.GetSection(SecurityOptions.SectionName).Get<SecurityOptions>() ?? new SecurityOptions();
+var useDevelopmentAuthentication = builder.Environment.IsDevelopment() && securitySettings.DevelopmentBypass;
+
+if (useDevelopmentAuthentication)
+{
+    builder.Services
+        .AddAuthentication(DevelopmentAuthenticationHandler.SchemeName)
+        .AddScheme<AuthenticationSchemeOptions, DevelopmentAuthenticationHandler>(
+            DevelopmentAuthenticationHandler.SchemeName,
+            options => { });
+}
+else
+{
+    builder.Services.AddAuthentication(IISDefaults.AuthenticationScheme);
+}
+
+builder.Services.AddAuthorization(options =>
+{
+    options.FallbackPolicy = SecurityPolicyFactory.BuildAccessPolicy(securitySettings, useDevelopmentAuthentication);
+    options.AddPolicy(SecurityPolicies.AdminOnly, SecurityPolicyFactory.BuildAdminPolicy(securitySettings, useDevelopmentAuthentication));
+});
 
 builder.Services.AddMudServices();
 builder.Services.AddHttpClient(nameof(ExchangeRateImportService));
@@ -87,6 +114,8 @@ if (!app.Environment.IsDevelopment())
 }
 
 app.UseStaticFiles();
+app.UseAuthentication();
+app.UseAuthorization();
 app.UseAntiforgery();
 
 app.MapRazorComponents<TrafagSalesExporter.Components.App>()

TrafagSalesExporter/Security/DevelopmentAuthenticationHandler.cs

@@ -0,0 +1,43 @@
+using System.Security.Claims;
+using System.Text.Encodings.Web;
+using Microsoft.AspNetCore.Authentication;
+using Microsoft.Extensions.Options;
+
+namespace TrafagSalesExporter.Security;
+
+public sealed class DevelopmentAuthenticationHandler : AuthenticationHandler<AuthenticationSchemeOptions>
+{
+    public const string SchemeName = "Development";
+    public const string AdminClaimType = "TrafagSalesExporter.Admin";
+
+    private readonly IConfiguration _configuration;
+
+    public DevelopmentAuthenticationHandler(
+        IOptionsMonitor<AuthenticationSchemeOptions> options,
+        ILoggerFactory logger,
+        UrlEncoder encoder,
+        IConfiguration configuration)
+        : base(options, logger, encoder)
+    {
+        _configuration = configuration;
+    }
+
+    protected override Task<AuthenticateResult> HandleAuthenticateAsync()
+    {
+        var settings = _configuration.GetSection(SecurityOptions.SectionName).Get<SecurityOptions>() ?? new SecurityOptions();
+        var claims = new List<Claim>
+        {
+            new(ClaimTypes.Name, settings.DevelopmentUserName),
+            new(ClaimTypes.NameIdentifier, settings.DevelopmentUserName)
+        };
+
+        if (settings.DevelopmentUserIsAdmin)
+            claims.Add(new Claim(AdminClaimType, "true"));
+
+        var identity = new ClaimsIdentity(claims, SchemeName);
+        var principal = new ClaimsPrincipal(identity);
+        var ticket = new AuthenticationTicket(principal, SchemeName);
+
+        return Task.FromResult(AuthenticateResult.Success(ticket));
+    }
+}

TrafagSalesExporter/Security/SecurityOptions.cs

@@ -0,0 +1,12 @@
+namespace TrafagSalesExporter.Security;
+
+public sealed class SecurityOptions
+{
+    public const string SectionName = "Security";
+
+    public bool DevelopmentBypass { get; set; }
+    public bool DevelopmentUserIsAdmin { get; set; }
+    public string DevelopmentUserName { get; set; } = "DEV\\TrafagDeveloper";
+    public List<string> AccessGroups { get; set; } = [];
+    public List<string> AdminGroups { get; set; } = [];
+}

TrafagSalesExporter/Security/SecurityPolicies.cs

@@ -0,0 +1,6 @@
+namespace TrafagSalesExporter.Security;
+
+public static class SecurityPolicies
+{
+    public const string AdminOnly = nameof(AdminOnly);
+}

TrafagSalesExporter/Security/SecurityPolicyFactory.cs

@@ -0,0 +1,32 @@
+using Microsoft.AspNetCore.Authorization;
+
+namespace TrafagSalesExporter.Security;
+
+public static class SecurityPolicyFactory
+{
+    public static AuthorizationPolicy BuildAccessPolicy(SecurityOptions settings, bool useDevelopmentAuthentication)
+    {
+        var builder = new AuthorizationPolicyBuilder()
+            .RequireAuthenticatedUser();
+
+        if (!useDevelopmentAuthentication && settings.AccessGroups.Count > 0)
+        {
+            builder.RequireAssertion(context =>
+                settings.AccessGroups.Any(group => context.User.IsInRole(group)));
+        }
+
+        return builder.Build();
+    }
+
+    public static AuthorizationPolicy BuildAdminPolicy(SecurityOptions settings, bool useDevelopmentAuthentication)
+    {
+        var builder = new AuthorizationPolicyBuilder()
+            .RequireAuthenticatedUser();
+
+        builder.RequireAssertion(context =>
+            useDevelopmentAuthentication && context.User.HasClaim(DevelopmentAuthenticationHandler.AdminClaimType, "true") ||
+            settings.AdminGroups.Any(group => context.User.IsInRole(group)));
+
+        return builder.Build();
+    }
+}

TrafagSalesExporter/Services/CentralSalesRecordService.cs

@@ -82,6 +82,13 @@ public class CentralSalesRecordService : ICentralSalesRecordService
                 PurchaseOrderNumber = r.PurchaseOrderNumber,
                 SalesPriceValue = r.SalesPriceValue,
                 SalesCurrency = r.SalesCurrency,
+                DocumentCurrency = r.DocumentCurrency,
+                DocumentTotalForeignCurrency = r.DocumentTotalForeignCurrency,
+                DocumentTotalLocalCurrency = r.DocumentTotalLocalCurrency,
+                VatSumForeignCurrency = r.VatSumForeignCurrency,
+                VatSumLocalCurrency = r.VatSumLocalCurrency,
+                DocumentRate = r.DocumentRate,
+                CompanyCurrency = r.CompanyCurrency,
                 Incoterms2020 = r.Incoterms2020,
                 SalesResponsibleEmployee = r.SalesResponsibleEmployee,
                 InvoiceDate = r.InvoiceDate,
@@ -158,14 +165,16 @@ public class CentralSalesRecordService : ICentralSalesRecordService
                 Material, Name, ProductGroup, Quantity, SupplierNumber, SupplierName, SupplierCountry,
                 CustomerNumber, CustomerName, CustomerCountry, CustomerIndustry, StandardCost,
                 StandardCostCurrency, PurchaseOrderNumber, SalesPriceValue, SalesCurrency, Incoterms2020,
-                SalesResponsibleEmployee, InvoiceDate, OrderDate, Land, DocumentType
+                DocumentCurrency, DocumentTotalForeignCurrency, DocumentTotalLocalCurrency, VatSumForeignCurrency,
+                VatSumLocalCurrency, DocumentRate, CompanyCurrency, SalesResponsibleEmployee, InvoiceDate, OrderDate, Land, DocumentType
             )
             VALUES (
                 $storedAtUtc, $siteId, $sourceSystem, $extractionDate, $tsc, $invoiceNumber, $positionOnInvoice,
                 $material, $name, $productGroup, $quantity, $supplierNumber, $supplierName, $supplierCountry,
                 $customerNumber, $customerName, $customerCountry, $customerIndustry, $standardCost,
                 $standardCostCurrency, $purchaseOrderNumber, $salesPriceValue, $salesCurrency, $incoterms2020,
-                $salesResponsibleEmployee, $invoiceDate, $orderDate, $land, $documentType
+                $documentCurrency, $documentTotalForeignCurrency, $documentTotalLocalCurrency, $vatSumForeignCurrency,
+                $vatSumLocalCurrency, $documentRate, $companyCurrency, $salesResponsibleEmployee, $invoiceDate, $orderDate, $land, $documentType
             );
             """;
 
@@ -192,6 +201,13 @@ public class CentralSalesRecordService : ICentralSalesRecordService
         command.Parameters.Add("$purchaseOrderNumber", SqliteType.Text);
         command.Parameters.Add("$salesPriceValue", SqliteType.Real);
         command.Parameters.Add("$salesCurrency", SqliteType.Text);
+        command.Parameters.Add("$documentCurrency", SqliteType.Text);
+        command.Parameters.Add("$documentTotalForeignCurrency", SqliteType.Real);
+        command.Parameters.Add("$documentTotalLocalCurrency", SqliteType.Real);
+        command.Parameters.Add("$vatSumForeignCurrency", SqliteType.Real);
+        command.Parameters.Add("$vatSumLocalCurrency", SqliteType.Real);
+        command.Parameters.Add("$documentRate", SqliteType.Real);
+        command.Parameters.Add("$companyCurrency", SqliteType.Text);
         command.Parameters.Add("$incoterms2020", SqliteType.Text);
         command.Parameters.Add("$salesResponsibleEmployee", SqliteType.Text);
         command.Parameters.Add("$invoiceDate", SqliteType.Text);
@@ -227,6 +243,13 @@ public class CentralSalesRecordService : ICentralSalesRecordService
         command.Parameters["$purchaseOrderNumber"].Value = record.PurchaseOrderNumber ?? string.Empty;
         command.Parameters["$salesPriceValue"].Value = record.SalesPriceValue;
         command.Parameters["$salesCurrency"].Value = record.SalesCurrency ?? string.Empty;
+        command.Parameters["$documentCurrency"].Value = record.DocumentCurrency ?? string.Empty;
+        command.Parameters["$documentTotalForeignCurrency"].Value = record.DocumentTotalForeignCurrency;
+        command.Parameters["$documentTotalLocalCurrency"].Value = record.DocumentTotalLocalCurrency;
+        command.Parameters["$vatSumForeignCurrency"].Value = record.VatSumForeignCurrency;
+        command.Parameters["$vatSumLocalCurrency"].Value = record.VatSumLocalCurrency;
+        command.Parameters["$documentRate"].Value = record.DocumentRate;
+        command.Parameters["$companyCurrency"].Value = record.CompanyCurrency ?? string.Empty;
         command.Parameters["$incoterms2020"].Value = record.Incoterms2020 ?? string.Empty;
         command.Parameters["$salesResponsibleEmployee"].Value = record.SalesResponsibleEmployee ?? string.Empty;
         command.Parameters["$invoiceDate"].Value = record.InvoiceDate?.ToString("O") ?? (object)DBNull.Value;

TrafagSalesExporter/Services/ConfigTransferService.cs

@@ -332,6 +332,13 @@ public class ConfigTransferService : IConfigTransferService
                     PurchaseOrderNumber = record.PurchaseOrderNumber,
                     SalesPriceValue = record.SalesPriceValue,
                     SalesCurrency = record.SalesCurrency,
+                    DocumentCurrency = record.DocumentCurrency,
+                    DocumentTotalForeignCurrency = record.DocumentTotalForeignCurrency,
+                    DocumentTotalLocalCurrency = record.DocumentTotalLocalCurrency,
+                    VatSumForeignCurrency = record.VatSumForeignCurrency,
+                    VatSumLocalCurrency = record.VatSumLocalCurrency,
+                    DocumentRate = record.DocumentRate,
+                    CompanyCurrency = record.CompanyCurrency,
                     Incoterms2020 = record.Incoterms2020,
                     SalesResponsibleEmployee = record.SalesResponsibleEmployee,
                     InvoiceDate = record.InvoiceDate,

TrafagSalesExporter/Services/DatabaseInitializationService.SchemaSql.cs

@@ -103,6 +103,13 @@ CREATE TABLE CentralSalesRecords (
     PurchaseOrderNumber TEXT NOT NULL,
     SalesPriceValue TEXT NOT NULL,
     SalesCurrency TEXT NOT NULL,
+    DocumentCurrency TEXT NOT NULL DEFAULT '',
+    DocumentTotalForeignCurrency TEXT NOT NULL DEFAULT '0',
+    DocumentTotalLocalCurrency TEXT NOT NULL DEFAULT '0',
+    VatSumForeignCurrency TEXT NOT NULL DEFAULT '0',
+    VatSumLocalCurrency TEXT NOT NULL DEFAULT '0',
+    DocumentRate TEXT NOT NULL DEFAULT '0',
+    CompanyCurrency TEXT NOT NULL DEFAULT '',
     Incoterms2020 TEXT NOT NULL,
     SalesResponsibleEmployee TEXT NOT NULL,
     InvoiceDate TEXT NULL,

TrafagSalesExporter/Services/DatabaseSchemaMaintenanceService.cs

@@ -40,6 +40,13 @@ public class DatabaseSchemaMaintenanceService : IDatabaseSchemaMaintenanceServic
         EnsureSapJoinTable(db);
         EnsureSapFieldMappingTable(db);
         EnsureCentralSalesRecordTable(db);
+        AddColumnIfMissing(db, "CentralSalesRecords", "DocumentCurrency", "TEXT NOT NULL DEFAULT ''");
+        AddColumnIfMissing(db, "CentralSalesRecords", "DocumentTotalForeignCurrency", "TEXT NOT NULL DEFAULT '0'");
+        AddColumnIfMissing(db, "CentralSalesRecords", "DocumentTotalLocalCurrency", "TEXT NOT NULL DEFAULT '0'");
+        AddColumnIfMissing(db, "CentralSalesRecords", "VatSumForeignCurrency", "TEXT NOT NULL DEFAULT '0'");
+        AddColumnIfMissing(db, "CentralSalesRecords", "VatSumLocalCurrency", "TEXT NOT NULL DEFAULT '0'");
+        AddColumnIfMissing(db, "CentralSalesRecords", "DocumentRate", "TEXT NOT NULL DEFAULT '0'");
+        AddColumnIfMissing(db, "CentralSalesRecords", "CompanyCurrency", "TEXT NOT NULL DEFAULT ''");
         EnsureAppEventLogTable(db);
     }
 

TrafagSalesExporter/Services/ExcelExportService.cs

@@ -60,6 +60,13 @@ public class ExcelExportService : IExcelExportService
             "Purchase Order number",
             "Sales Price/Value",
             "Sales Currency",
+            "Document Currency",
+            "Document Total FC",
+            "Document Total LC",
+            "VAT Sum FC",
+            "VAT Sum LC",
+            "Document Rate",
+            "Company Currency",
             "Incoterms 2020",
             "Sales responsible employee",
             "invoice date",
@@ -97,12 +104,19 @@ public class ExcelExportService : IExcelExportService
             ws.Cell(row, 18).Value = record.PurchaseOrderNumber;
             ws.Cell(row, 19).Value = record.SalesPriceValue;
             ws.Cell(row, 20).Value = record.SalesCurrency;
-            ws.Cell(row, 21).Value = record.Incoterms2020;
+            ws.Cell(row, 21).Value = record.DocumentCurrency;
-            ws.Cell(row, 22).Value = record.SalesResponsibleEmployee;
+            ws.Cell(row, 22).Value = record.DocumentTotalForeignCurrency;
-            ws.Cell(row, 23).Value = record.InvoiceDate?.ToString("dd.MM.yyyy") ?? string.Empty;
+            ws.Cell(row, 23).Value = record.DocumentTotalLocalCurrency;
-            ws.Cell(row, 24).Value = record.OrderDate?.ToString("dd.MM.yyyy") ?? string.Empty;
+            ws.Cell(row, 24).Value = record.VatSumForeignCurrency;
-            ws.Cell(row, 25).Value = record.Land;
+            ws.Cell(row, 25).Value = record.VatSumLocalCurrency;
-            ws.Cell(row, 26).Value = record.DocumentType;
+            ws.Cell(row, 26).Value = record.DocumentRate;
+            ws.Cell(row, 27).Value = record.CompanyCurrency;
+            ws.Cell(row, 28).Value = record.Incoterms2020;
+            ws.Cell(row, 29).Value = record.SalesResponsibleEmployee;
+            ws.Cell(row, 30).Value = record.InvoiceDate?.ToString("dd.MM.yyyy") ?? string.Empty;
+            ws.Cell(row, 31).Value = record.OrderDate?.ToString("dd.MM.yyyy") ?? string.Empty;
+            ws.Cell(row, 32).Value = record.Land;
+            ws.Cell(row, 33).Value = record.DocumentType;
             row++;
         }
 

TrafagSalesExporter/Services/HanaQueryService.cs

@@ -177,6 +177,13 @@ public class HanaQueryService : IHanaQueryService
                 PurchaseOrderNumber = reader["purchase_order_number"]?.ToString() ?? string.Empty,
                 SalesPriceValue = Convert.ToDecimal(reader["sales_value"]),
                 SalesCurrency = reader["sales_currency"]?.ToString() ?? string.Empty,
+                DocumentCurrency = reader["document_currency"]?.ToString() ?? string.Empty,
+                DocumentTotalForeignCurrency = Convert.ToDecimal(reader["document_total_fc"]),
+                DocumentTotalLocalCurrency = Convert.ToDecimal(reader["document_total_lc"]),
+                VatSumForeignCurrency = Convert.ToDecimal(reader["vat_sum_fc"]),
+                VatSumLocalCurrency = Convert.ToDecimal(reader["vat_sum_lc"]),
+                DocumentRate = Convert.ToDecimal(reader["document_rate"]),
+                CompanyCurrency = reader["company_currency"]?.ToString() ?? string.Empty,
                 Incoterms2020 = reader["incoterms_2020"]?.ToString() ?? string.Empty,
                 SalesResponsibleEmployee = reader["sales_responsible"]?.ToString() ?? string.Empty,
                 OrderDate = reader.IsDBNull(reader.GetOrdinal("order_date")) ? null : reader.GetDateTime(reader.GetOrdinal("order_date")),
@@ -217,12 +224,19 @@ SELECT
     COALESCE(cust_adr.""Country"", '') AS customer_country,
     COALESCE(ind.""IndName"", '') AS customer_industry,
     p.""StockPrice"" AS standard_cost,
-    COALESCE(p.""Currency"", h.""DocCur"") AS standard_cost_currency,
+    COALESCE(adm.""MainCurncy"", '') AS standard_cost_currency,
     CASE WHEN p.""BaseType"" = 22
          THEN CAST(p.""BaseRef"" AS NVARCHAR(20))
          ELSE '' END AS purchase_order_number,
     p.""LineTotal"" AS sales_value,
     COALESCE(p.""Currency"", h.""DocCur"") AS sales_currency,
+    COALESCE(h.""DocCur"", '') AS document_currency,
+    COALESCE(h.""DocTotalFC"", 0) AS document_total_fc,
+    COALESCE(h.""DocTotal"", 0) AS document_total_lc,
+    COALESCE(h.""VatSumFC"", 0) AS vat_sum_fc,
+    COALESCE(h.""VatSum"", 0) AS vat_sum_lc,
+    COALESCE(h.""DocRate"", 0) AS document_rate,
+    COALESCE(adm.""MainCurncy"", '') AS company_currency,
     '' AS incoterms_2020,
     COALESCE(emp.""SlpName"", '') AS sales_responsible,
     CASE WHEN p.""BaseType"" = 17
@@ -232,6 +246,7 @@ SELECT
     'INV' AS doc_type
 FROM {quotedSchema}.""OINV"" h
 INNER JOIN {quotedSchema}.""INV1"" p ON h.""DocEntry"" = p.""DocEntry""
+CROSS JOIN {quotedSchema}.""OADM"" adm
 LEFT JOIN {quotedSchema}.""OITM"" itm ON p.""ItemCode"" = itm.""ItemCode""
 LEFT JOIN {quotedSchema}.""OITB"" grp ON itm.""ItmsGrpCod"" = grp.""ItmsGrpCod""
 LEFT JOIN {quotedSchema}.""OCRD"" cust ON h.""CardCode"" = cust.""CardCode""
@@ -269,16 +284,24 @@ SELECT
     COALESCE(cust_adr.""Country"", '') AS customer_country,
     COALESCE(ind.""IndName"", '') AS customer_industry,
     p.""StockPrice"" AS standard_cost,
-    COALESCE(p.""Currency"", h.""DocCur"") AS standard_cost_currency,
+    COALESCE(adm.""MainCurncy"", '') AS standard_cost_currency,
     '' AS purchase_order_number,
     p.""LineTotal"" * -1 AS sales_value,
     COALESCE(p.""Currency"", h.""DocCur"") AS sales_currency,
+    COALESCE(h.""DocCur"", '') AS document_currency,
+    COALESCE(h.""DocTotalFC"", 0) * -1 AS document_total_fc,
+    COALESCE(h.""DocTotal"", 0) * -1 AS document_total_lc,
+    COALESCE(h.""VatSumFC"", 0) * -1 AS vat_sum_fc,
+    COALESCE(h.""VatSum"", 0) * -1 AS vat_sum_lc,
+    COALESCE(h.""DocRate"", 0) AS document_rate,
+    COALESCE(adm.""MainCurncy"", '') AS company_currency,
     '' AS incoterms_2020,
     COALESCE(emp.""SlpName"", '') AS sales_responsible,
     NULL AS order_date,
     'CRN' AS doc_type
 FROM {quotedSchema}.""ORIN"" h
 INNER JOIN {quotedSchema}.""RIN1"" p ON h.""DocEntry"" = p.""DocEntry""
+CROSS JOIN {quotedSchema}.""OADM"" adm
 LEFT JOIN {quotedSchema}.""OITM"" itm ON p.""ItemCode"" = itm.""ItemCode""
 LEFT JOIN {quotedSchema}.""OITB"" grp ON itm.""ItmsGrpCod"" = grp.""ItmsGrpCod""
 LEFT JOIN {quotedSchema}.""OCRD"" cust ON h.""CardCode"" = cust.""CardCode""

TrafagSalesExporter/Services/ManualExcelImportService.cs

@@ -28,6 +28,17 @@ public class ManualExcelImportService : IManualExcelImportService
         ["purchaseordernumber"] = nameof(SalesRecord.PurchaseOrderNumber),
         ["salespricevalue"] = nameof(SalesRecord.SalesPriceValue),
         ["salescurrency"] = nameof(SalesRecord.SalesCurrency),
+        ["documentcurrency"] = nameof(SalesRecord.DocumentCurrency),
+        ["documenttotalfc"] = nameof(SalesRecord.DocumentTotalForeignCurrency),
+        ["documenttotalforeigncurrency"] = nameof(SalesRecord.DocumentTotalForeignCurrency),
+        ["documenttotallc"] = nameof(SalesRecord.DocumentTotalLocalCurrency),
+        ["documenttotallocalcurrency"] = nameof(SalesRecord.DocumentTotalLocalCurrency),
+        ["vatsumfc"] = nameof(SalesRecord.VatSumForeignCurrency),
+        ["vatsumforeigncurrency"] = nameof(SalesRecord.VatSumForeignCurrency),
+        ["vatsumlc"] = nameof(SalesRecord.VatSumLocalCurrency),
+        ["vatsumlocalcurrency"] = nameof(SalesRecord.VatSumLocalCurrency),
+        ["documentrate"] = nameof(SalesRecord.DocumentRate),
+        ["companycurrency"] = nameof(SalesRecord.CompanyCurrency),
         ["incoterms2020"] = nameof(SalesRecord.Incoterms2020),
         ["salesresponsibleemployee"] = nameof(SalesRecord.SalesResponsibleEmployee),
         ["invoicedate"] = nameof(SalesRecord.InvoiceDate),
@@ -75,6 +86,13 @@ public class ManualExcelImportService : IManualExcelImportService
                 PurchaseOrderNumber = ReadString(headerIndexes, row, nameof(SalesRecord.PurchaseOrderNumber)),
                 SalesPriceValue = ReadDecimal(headerIndexes, row, nameof(SalesRecord.SalesPriceValue)),
                 SalesCurrency = ReadString(headerIndexes, row, nameof(SalesRecord.SalesCurrency)),
+                DocumentCurrency = ReadString(headerIndexes, row, nameof(SalesRecord.DocumentCurrency)),
+                DocumentTotalForeignCurrency = ReadDecimal(headerIndexes, row, nameof(SalesRecord.DocumentTotalForeignCurrency)),
+                DocumentTotalLocalCurrency = ReadDecimal(headerIndexes, row, nameof(SalesRecord.DocumentTotalLocalCurrency)),
+                VatSumForeignCurrency = ReadDecimal(headerIndexes, row, nameof(SalesRecord.VatSumForeignCurrency)),
+                VatSumLocalCurrency = ReadDecimal(headerIndexes, row, nameof(SalesRecord.VatSumLocalCurrency)),
+                DocumentRate = ReadDecimal(headerIndexes, row, nameof(SalesRecord.DocumentRate)),
+                CompanyCurrency = ReadString(headerIndexes, row, nameof(SalesRecord.CompanyCurrency)),
                 Incoterms2020 = ReadString(headerIndexes, row, nameof(SalesRecord.Incoterms2020)),
                 SalesResponsibleEmployee = ReadString(headerIndexes, row, nameof(SalesRecord.SalesResponsibleEmployee)),
                 InvoiceDate = ReadDate(headerIndexes, row, nameof(SalesRecord.InvoiceDate)),

TrafagSalesExporter/TrafagSalesExporter.Tests/CentralSalesRecordServiceTests.cs

@@ -0,0 +1,116 @@
+using Microsoft.Data.Sqlite;
+using Microsoft.EntityFrameworkCore;
+using TrafagSalesExporter.Data;
+using TrafagSalesExporter.Models;
+using TrafagSalesExporter.Services;
+
+namespace TrafagSalesExporter.Tests;
+
+public class CentralSalesRecordServiceTests : IDisposable
+{
+    private readonly SqliteConnection _connection;
+    private readonly TestDbContextFactory _dbFactory;
+
+    public CentralSalesRecordServiceTests()
+    {
+        _connection = new SqliteConnection("DataSource=:memory:");
+        _connection.Open();
+
+        var options = new DbContextOptionsBuilder<AppDbContext>()
+            .UseSqlite(_connection)
+            .Options;
+
+        using var db = new AppDbContext(options);
+        db.Database.EnsureCreated();
+
+        _dbFactory = new TestDbContextFactory(options);
+    }
+
+    public void Dispose()
+    {
+        _connection.Dispose();
+    }
+
+    [Fact]
+    public async Task ReplaceForSiteAsync_Persists_B1_Document_Currency_Fields()
+    {
+        var site = new Site
+        {
+            Id = 1,
+            Schema = "SBODEMO",
+            TSC = "TRCH",
+            Land = "Schweiz",
+            SourceSystem = "BI1",
+            IsActive = true
+        };
+
+        await using (var db = await _dbFactory.CreateDbContextAsync())
+        {
+            db.Sites.Add(site);
+            await db.SaveChangesAsync();
+        }
+
+        var service = new CentralSalesRecordService(_dbFactory, new NullAppEventLogService());
+        await service.ReplaceForSiteAsync(site, [
+            new SalesRecord
+            {
+                ExtractionDate = new DateTime(2026, 4, 29),
+                Tsc = "TRCH",
+                InvoiceNumber = "1001",
+                PositionOnInvoice = 1,
+                Material = "MAT",
+                Name = "Article",
+                ProductGroup = "PG",
+                Quantity = 2m,
+                StandardCost = 10m,
+                StandardCostCurrency = "CHF",
+                SalesPriceValue = 25m,
+                SalesCurrency = "EUR",
+                DocumentCurrency = "EUR",
+                DocumentTotalForeignCurrency = 100m,
+                DocumentTotalLocalCurrency = 95m,
+                VatSumForeignCurrency = 8m,
+                VatSumLocalCurrency = 7.6m,
+                DocumentRate = 0.95m,
+                CompanyCurrency = "CHF",
+                Land = "Schweiz",
+                DocumentType = "INV"
+            }
+        ]);
+
+        var rows = await service.GetAllAsync();
+
+        var row = Assert.Single(rows);
+        Assert.Equal("EUR", row.DocumentCurrency);
+        Assert.Equal(100m, row.DocumentTotalForeignCurrency);
+        Assert.Equal(95m, row.DocumentTotalLocalCurrency);
+        Assert.Equal(8m, row.VatSumForeignCurrency);
+        Assert.Equal(7.6m, row.VatSumLocalCurrency);
+        Assert.Equal(0.95m, row.DocumentRate);
+        Assert.Equal("CHF", row.CompanyCurrency);
+    }
+
+    private sealed class NullAppEventLogService : IAppEventLogService
+    {
+        public Task WriteAsync(string category, string message, string level = "Info", int? siteId = null, string? land = null, string? details = null)
+            => Task.CompletedTask;
+
+        public Task WriteDebugAsync(string category, string message, int? siteId = null, string? land = null, string? details = null)
+            => Task.CompletedTask;
+    }
+
+    private sealed class TestDbContextFactory : IDbContextFactory<AppDbContext>
+    {
+        private readonly DbContextOptions<AppDbContext> _options;
+
+        public TestDbContextFactory(DbContextOptions<AppDbContext> options)
+        {
+            _options = options;
+        }
+
+        public AppDbContext CreateDbContext() => new(_options);
+
+        public Task<AppDbContext> CreateDbContextAsync(CancellationToken cancellationToken = default)
+            => Task.FromResult(new AppDbContext(_options));
+    }
+}

TrafagSalesExporter/TrafagSalesExporter.Tests/ManualExcelImportServiceTests.cs

@@ -38,12 +38,19 @@ public class ManualExcelImportServiceTests
             ws.Cell(2, 18).Value = "PO-1";
             ws.Cell(2, 19).Value = 21.40m;
             ws.Cell(2, 20).Value = "EUR";
-            ws.Cell(2, 21).Value = "DAP";
+            ws.Cell(2, 21).Value = "EUR";
-            ws.Cell(2, 22).Value = "Alice";
+            ws.Cell(2, 22).Value = 120.50m;
-            ws.Cell(2, 23).Value = "14.04.2026";
+            ws.Cell(2, 23).Value = 110.25m;
-            ws.Cell(2, 24).Value = "10.04.2026";
+            ws.Cell(2, 24).Value = 8.10m;
-            ws.Cell(2, 25).Value = "Deutschland";
+            ws.Cell(2, 25).Value = 7.45m;
-            ws.Cell(2, 26).Value = "Invoice";
+            ws.Cell(2, 26).Value = 1.0925m;
+            ws.Cell(2, 27).Value = "CHF";
+            ws.Cell(2, 28).Value = "DAP";
+            ws.Cell(2, 29).Value = "Alice";
+            ws.Cell(2, 30).Value = "14.04.2026";
+            ws.Cell(2, 31).Value = "10.04.2026";
+            ws.Cell(2, 32).Value = "Deutschland";
+            ws.Cell(2, 33).Value = "Invoice";
         });
 
         try
@@ -60,6 +67,13 @@ public class ManualExcelImportServiceTests
             Assert.Equal(2.5m, row.Quantity);
             Assert.Equal(10.25m, row.StandardCost);
             Assert.Equal(21.40m, row.SalesPriceValue);
+            Assert.Equal("EUR", row.DocumentCurrency);
+            Assert.Equal(120.50m, row.DocumentTotalForeignCurrency);
+            Assert.Equal(110.25m, row.DocumentTotalLocalCurrency);
+            Assert.Equal(8.10m, row.VatSumForeignCurrency);
+            Assert.Equal(7.45m, row.VatSumLocalCurrency);
+            Assert.Equal(1.0925m, row.DocumentRate);
+            Assert.Equal("CHF", row.CompanyCurrency);
             Assert.Equal("Deutschland", row.Land);
             Assert.Equal("Invoice", row.DocumentType);
             Assert.Equal(new DateTime(2026, 4, 14), row.InvoiceDate);
@@ -205,6 +219,13 @@ public class ManualExcelImportServiceTests
             "Purchase Order number",
             "Sales Price/Value",
             "Sales Currency",
+            "Document Currency",
+            "Document Total FC",
+            "Document Total LC",
+            "VAT Sum FC",
+            "VAT Sum LC",
+            "Document Rate",
+            "Company Currency",
             "Incoterms 2020",
             "Sales responsible employee",
             "invoice date",

TrafagSalesExporter/TrafagSalesExporter.Tests/SecurityPolicyFactoryTests.cs

@@ -0,0 +1,122 @@
+using System.Security.Claims;
+using Microsoft.AspNetCore.Authorization;
+using Microsoft.Extensions.DependencyInjection;
+using TrafagSalesExporter.Security;
+
+namespace TrafagSalesExporter.Tests;
+
+public class SecurityPolicyFactoryTests
+{
+    [Fact]
+    public async Task AccessPolicy_Allows_User_In_Configured_Access_Group()
+    {
+        var policy = SecurityPolicyFactory.BuildAccessPolicy(new SecurityOptions
+        {
+            AccessGroups = ["TRAFAG\\TrafagSalesExporter-Users"]
+        }, useDevelopmentAuthentication: false);
+
+        var result = await AuthorizeAsync(policy, CreateUser(roles: ["TRAFAG\\TrafagSalesExporter-Users"]));
+
+        Assert.True(result.Succeeded);
+    }
+
+    [Fact]
+    public async Task AccessPolicy_Denies_User_Outside_Configured_Access_Group()
+    {
+        var policy = SecurityPolicyFactory.BuildAccessPolicy(new SecurityOptions
+        {
+            AccessGroups = ["TRAFAG\\TrafagSalesExporter-Users"]
+        }, useDevelopmentAuthentication: false);
+
+        var result = await AuthorizeAsync(policy, CreateUser(roles: ["TRAFAG\\OtherGroup"]));
+
+        Assert.False(result.Succeeded);
+    }
+
+    [Fact]
+    public async Task AccessPolicy_Allows_Authenticated_User_When_Development_Authentication_Is_Active()
+    {
+        var policy = SecurityPolicyFactory.BuildAccessPolicy(new SecurityOptions
+        {
+            AccessGroups = ["TRAFAG\\TrafagSalesExporter-Users"]
+        }, useDevelopmentAuthentication: true);
+
+        var result = await AuthorizeAsync(policy, CreateUser());
+
+        Assert.True(result.Succeeded);
+    }
+
+    [Fact]
+    public async Task AdminPolicy_Allows_User_In_Admin_Group()
+    {
+        var policy = SecurityPolicyFactory.BuildAdminPolicy(new SecurityOptions
+        {
+            AdminGroups = ["TRAFAG\\TrafagSalesExporter-Admins"]
+        }, useDevelopmentAuthentication: false);
+
+        var result = await AuthorizeAsync(policy, CreateUser(roles: ["TRAFAG\\TrafagSalesExporter-Admins"]));
+
+        Assert.True(result.Succeeded);
+    }
+
+    [Fact]
+    public async Task AdminPolicy_Denies_Normal_Access_User()
+    {
+        var policy = SecurityPolicyFactory.BuildAdminPolicy(new SecurityOptions
+        {
+            AdminGroups = ["TRAFAG\\TrafagSalesExporter-Admins"]
+        }, useDevelopmentAuthentication: false);
+
+        var result = await AuthorizeAsync(policy, CreateUser(roles: ["TRAFAG\\TrafagSalesExporter-Users"]));
+
+        Assert.False(result.Succeeded);
+    }
+
+    [Fact]
+    public async Task AdminPolicy_Allows_Development_Admin_Claim()
+    {
+        var policy = SecurityPolicyFactory.BuildAdminPolicy(new SecurityOptions(), useDevelopmentAuthentication: true);
+
+        var result = await AuthorizeAsync(policy, CreateUser(claims:
+        [
+            new Claim(DevelopmentAuthenticationHandler.AdminClaimType, "true")
+        ]));
+
+        Assert.True(result.Succeeded);
+    }
+
+    [Fact]
+    public async Task AdminPolicy_Denies_Development_User_Without_Admin_Claim()
+    {
+        var policy = SecurityPolicyFactory.BuildAdminPolicy(new SecurityOptions(), useDevelopmentAuthentication: true);
+
+        var result = await AuthorizeAsync(policy, CreateUser());
+
+        Assert.False(result.Succeeded);
+    }
+
+    private static async Task<AuthorizationResult> AuthorizeAsync(AuthorizationPolicy policy, ClaimsPrincipal user)
+    {
+        var services = new ServiceCollection();
+        services.AddLogging();
+        services.AddAuthorization();
+        var provider = services.BuildServiceProvider();
+        var service = provider.GetRequiredService<IAuthorizationService>();
+
+        return await service.AuthorizeAsync(user, resource: null, policy);
+    }
+
+    private static ClaimsPrincipal CreateUser(IEnumerable<string>? roles = null, IEnumerable<Claim>? claims = null)
+    {
+        var allClaims = new List<Claim>
+        {
+            new(ClaimTypes.Name, "TRAFAG\\tester")
+        };
+
+        allClaims.AddRange((roles ?? []).Select(role => new Claim(ClaimTypes.Role, role)));
+        allClaims.AddRange(claims ?? []);
+
+        return new ClaimsPrincipal(new ClaimsIdentity(allClaims, "Test"));
+    }
+
+}

TrafagSalesExporter/appsettings.Development.json

@@ -0,0 +1,9 @@
+{
+  "Security": {
+    "DevelopmentBypass": true,
+    "DevelopmentUserIsAdmin": true,
+    "DevelopmentUserName": "DEV\\TrafagDeveloper",
+    "AccessGroups": [],
+    "AdminGroups": []
+  }
+}

TrafagSalesExporter/appsettings.json

@@ -4,5 +4,17 @@
       "Default": "Information",
       "Microsoft.AspNetCore": "Warning"
     }
+  },
+  "Security": {
+    "DevelopmentBypass": false,
+    "DevelopmentUserIsAdmin": false,
+    "DevelopmentUserName": "DEV\\TrafagDeveloper",
+    "AccessGroups": [
+      "TRAFAG\\TrafagSalesExporter-Users",
+      "TRAFAG\\TrafagSalesExporter-Admins"
+    ],
+    "AdminGroups": [
+      "TRAFAG\\TrafagSalesExporter-Admins"
+    ]
   }
 }