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Add finance summary view and HR guide

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This commit is contained in:
metacube
2026-05-20 15:17:10 +02:00
parent de0b12ba37
commit 610e771b9b
8 changed files with 552 additions and 2 deletions
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TrafagSalesExporter/Components/Pages/HrKpi.razor
+3 -1
View File
@@ -39,7 +39,9 @@ else
<MudPaper Class="pa-4 mb-4" Elevation="1">
<MudGrid>
<MudItem xs="12" md="5">
<MudTextField @bind-Value="_dataFolder" Label="@T("Datenordner", "Data folder")" />
<MudTextField @bind-Value="_dataFolder"
Label="@T("Datenordner fuer Rexx/SAP-Dateien", "Data folder for Rexx/SAP files")"
HelperText="@T("Standard ist C:\\temp. Der Ordner kann hier fuer den aktuellen Lauf angepasst oder dauerhaft in appsettings.json unter HrKpi:DataFolder geaendert werden.", "Default is C:\\temp. The folder can be changed here for the current run or permanently in appsettings.json under HrKpi:DataFolder.")" />
</MudItem>
<MudItem xs="6" md="2">
<MudSelect T="int?" @bind-Value="_year" Label="@T("Austrittsjahr", "Leaver year")" Dense Clearable>
TrafagSalesExporter/Components/Pages/ManagementCockpit.razor
+172 -1
View File
@@ -9,6 +9,138 @@
<MudText Typo="Typo.h4" Class="mb-4">@T("Management Analyse", "Management analysis")</MudText>
<MudPaper Class="pa-4 mb-4" Elevation="1">
<MudGrid>
<MudItem xs="12" md="3">
<MudSelect T="int" @bind-Value="_selectedFinanceYear" Label="@T("Finance-Jahr", "Finance year")" Dense>
@foreach (var year in _financeYearOptions)
{
<MudSelectItem Value="@year">@year</MudSelectItem>
}
</MudSelect>
</MudItem>
<MudItem xs="12" md="3">
<MudSelect T="string" @bind-Value="_selectedFinanceCountryKey" Label="@T("Land", "Country")" Dense Clearable>
@foreach (var option in _financeCountryOptions)
{
<MudSelectItem Value="@option">@option</MudSelectItem>
}
</MudSelect>
</MudItem>
<MudItem xs="12" md="3">
<MudSelect T="string" @bind-Value="_selectedFinanceCurrency" Label="@T("Waehrung", "Currency")" Dense Clearable>
@foreach (var option in _financeCurrencyOptions)
{
<MudSelectItem Value="@option">@option</MudSelectItem>
}
</MudSelect>
</MudItem>
<MudItem xs="12" md="3">
<MudButton Variant="Variant.Filled" Color="Color.Primary" OnClick="AnalyzeFinanceSummary"
StartIcon="@Icons.Material.Filled.FactCheck" Disabled="_analyzingFinance" FullWidth>
@(_analyzingFinance ? T("Lade...", "Loading...") : T("Finance Summary laden", "Load finance summary"))
</MudButton>
</MudItem>
</MudGrid>
</MudPaper>
@if (_financeResult is not null)
{
<MudTabs Elevation="1" Rounded="false" PanelClass="pt-4">
<MudTabPanel Text="@T("Finance Summary", "Finance summary")" Icon="@Icons.Material.Filled.Dashboard">
<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">@T("gefiltertes Endergebnis", "filtered final result")</MudText>
</MudPaper>
</MudItem>
<MudItem xs="12" sm="6" md="3">
<MudPaper Class="pa-4" Elevation="1">
<MudText Typo="Typo.caption">@T("Enthaltene Zeilen", "Included rows")</MudText>
<MudText Typo="Typo.h5">@_financeResult.IncludedRows.ToString("N0")</MudText>
<MudText Typo="Typo.body2">@T("Finance Include = TRUE", "Finance Include = TRUE")</MudText>
</MudPaper>
</MudItem>
<MudItem xs="12" sm="6" md="3">
<MudPaper Class="pa-4" Elevation="1">
<MudText Typo="Typo.caption">@T("Ausgeschlossen", "Excluded")</MudText>
<MudText Typo="Typo.h5">@_financeResult.ExcludedRows.ToString("N0")</MudText>
<MudText Typo="Typo.body2">@T("Finance-Regeln", "Finance rules")</MudText>
</MudPaper>
</MudItem>
<MudItem xs="12" sm="6" md="3">
<MudPaper Class="pa-4" Elevation="1">
<MudText Typo="Typo.caption">@T("Laender / Waehrungen", "Countries / currencies")</MudText>
<MudText Typo="Typo.h5">@($"{_financeResult.CountryCount:N0} / {_financeResult.CurrencyCount:N0}")</MudText>
<MudText Typo="Typo.body2">@($"{_financeResult.Filter.Year}")</MudText>
</MudPaper>
</MudItem>
</MudGrid>
<MudGrid Class="mb-4">
<MudItem xs="12" md="8">
<MudPaper Class="pa-4" Elevation="1">
<MudText Typo="Typo.h6" Class="mb-2">@T("Summen wie im Excel-Blatt Finance Summary", "Totals matching the Finance Summary Excel sheet")</MudText>
<MudTable Items="_financeResult.Rows" Dense Hover Striped>
<HeaderContent>
<MudTh>@T("Jahr", "Year")</MudTh>
<MudTh>@T("Land", "Country")</MudTh>
<MudTh>@T("Waehrung", "Currency")</MudTh>
<MudTh>@T("Net Sales Actual", "Net sales actual")</MudTh>
<MudTh>@T("Enthalten", "Included")</MudTh>
<MudTh>@T("Ausgeschlossen", "Excluded")</MudTh>
</HeaderContent>
<RowTemplate>
<MudTd>@context.Year</MudTd>
<MudTd>@context.CountryKey</MudTd>
<MudTd>@context.Currency</MudTd>
<MudTd>@FormatValue(context.NetSalesActual, context.Currency)</MudTd>
<MudTd>@context.IncludedRows.ToString("N0")</MudTd>
<MudTd>@context.ExcludedRows.ToString("N0")</MudTd>
</RowTemplate>
<NoRecordsContent>
<MudText Typo="Typo.body2">
@T("Keine Finance-Summary-Daten fuer diese Filter.", "No finance summary data for these filters.")
</MudText>
</NoRecordsContent>
</MudTable>
</MudPaper>
</MudItem>
<MudItem xs="12" md="4">
<MudPaper Class="pa-4" Elevation="1">
<MudText Typo="Typo.h6" Class="mb-2">@T("Hinweise", "Notes")</MudText>
@foreach (var notice in _financeResult.Notices)
{
<MudAlert Severity="Severity.Info" Dense Variant="Variant.Outlined" Class="mb-2">@notice</MudAlert>
}
</MudPaper>
</MudItem>
</MudGrid>
<MudPaper Class="pa-4" Elevation="1">
<MudText Typo="Typo.h6" Class="mb-2">@T("Jahresvergleich mit aktuellem Filter", "Year comparison with current filter")</MudText>
<MudTable Items="_financeResult.YearRows" Dense Hover Striped>
<HeaderContent>
<MudTh>@T("Jahr", "Year")</MudTh>
<MudTh>@T("Waehrung", "Currency")</MudTh>
<MudTh>@T("Net Sales Actual", "Net sales actual")</MudTh>
<MudTh>@T("Enthalten", "Included")</MudTh>
<MudTh>@T("Ausgeschlossen", "Excluded")</MudTh>
</HeaderContent>
<RowTemplate>
<MudTd>@context.Year</MudTd>
<MudTd>@context.Currency</MudTd>
<MudTd>@FormatValue(context.NetSalesActual, context.Currency)</MudTd>
<MudTd>@context.IncludedRows.ToString("N0")</MudTd>
<MudTd>@context.ExcludedRows.ToString("N0")</MudTd>
</RowTemplate>
</MudTable>
</MudPaper>
</MudTabPanel>
<MudTabPanel Text="@T("Rohdaten Diagnose", "Raw-data diagnostics")" Icon="@Icons.Material.Filled.QueryStats">
<MudPaper Class="pa-4 mb-4" Elevation="1">
<MudGrid>
<MudItem xs="12" md="6">
@@ -339,9 +471,16 @@
</MudPaper>
}
</MudTabPanel>
</MudTabs>
}
@code {
private List<ManagementCockpitFileOption> _files = [];
private List<int> _centralYears = [];
private List<int> _financeYearOptions = [];
private List<string> _financeCountryOptions = [];
private List<string> _financeCurrencyOptions = [];
private List<ManagementCockpitValueFieldOption> _valueFieldOptions = [];
private readonly List<CurrencySelectOption> _currencyOptions =
[
@@ -352,6 +491,10 @@
private string? _selectedFilePath;
private ManagementCockpitResult? _result;
private ManagementCockpitCentralResult? _centralResult;
private ManagementFinanceSummaryResult? _financeResult;
private int _selectedFinanceYear;
private string? _selectedFinanceCountryKey;
private string? _selectedFinanceCurrency;
private int _selectedCentralYear;
private int? _selectedCentralMonth;
private string? _centralLandFilter;
@@ -360,10 +503,11 @@
private string _selectedCentralValueField = ManagementCockpitValueFieldKeys.SalesPriceValue;
private IEnumerable<string> _selectedCentralAdditionalValueFields = [];
private string _selectedFileTargetCurrency = ManagementCockpitCurrencyOptions.Eur;
private string _selectedCentralTargetCurrency = ManagementCockpitCurrencyOptions.Eur;
private string _selectedCentralTargetCurrency = ManagementCockpitCurrencyOptions.Native;
private bool _loadingFiles;
private bool _analyzing;
private bool _analyzingCentral;
private bool _analyzingFinance;
protected override async Task OnInitializedAsync()
{
@@ -373,6 +517,8 @@
_centralYears = state.CentralYears;
_selectedFilePath = state.SelectedFilePath;
_selectedCentralYear = state.SelectedCentralYear;
_selectedFinanceYear = _selectedCentralYear;
await AnalyzeFinanceSummary();
}
private async Task ReloadFiles()
@@ -449,6 +595,31 @@
}
}
private async Task AnalyzeFinanceSummary()
{
_analyzingFinance = true;
try
{
_financeResult = await CockpitPageService.AnalyzeFinanceSummaryAsync(
_selectedFinanceYear,
_selectedFinanceCountryKey,
_selectedFinanceCurrency);
_financeYearOptions = _financeResult.YearOptions;
_financeCountryOptions = _financeResult.CountryOptions;
_financeCurrencyOptions = _financeResult.CurrencyOptions;
_selectedFinanceYear = _financeResult.Filter.Year;
}
catch (Exception ex)
{
Snackbar.Add(string.Format(T("Finance Summary konnte nicht erzeugt werden: {0}", "Could not build finance summary: {0}"), ex.Message), Severity.Error);
}
finally
{
_analyzingFinance = false;
}
}
private void ClearCentralScope()
{
_centralLandFilter = null;