Add finance summary view and HR guide

TrafagSalesExporter/Components/HrKpi/HrKpiDashboardTabs.razor

@@ -123,6 +123,10 @@
         <MudTabPanel Text="@T("Datenstatus", "Data status")" Icon="@Icons.Material.Filled.FactCheck">
             @FileStatusTable(Result.FileStatuses)
         </MudTabPanel>
+
+        <MudTabPanel Text="@T("Anleitung", "Guide")" Icon="@Icons.Material.Filled.HelpOutline">
+            @GuidePanel()
+        </MudTabPanel>
     </MudTabs>
 
 @code {
@@ -279,6 +283,75 @@
         </MudTable>
     </MudPaper>;
 
+    private RenderFragment GuidePanel() => @<MudGrid>
+        <MudItem xs="12" md="8">
+            <MudPaper Class="pa-4" Elevation="1">
+                <MudText Typo="Typo.h6" Class="mb-2">@T("Ablauf fuer HR", "HR workflow")</MudText>
+                <div class="hr-guide-steps">
+                    <div class="hr-guide-step">
+                        <MudIcon Icon="@Icons.Material.Filled.Download" Size="Size.Large" />
+                        <span>1</span>
+                        <strong>@T("Rexx exportieren", "Export from Rexx")</strong>
+                        <p>@T("Die benoetigten Rexx-Abfragen manuell herunterladen. Excel/XLSX verwenden, nicht PDF.", "Download the required Rexx queries manually. Use Excel/XLSX, not PDF.")</p>
+                    </div>
+                    <div class="hr-guide-step">
+                        <MudIcon Icon="@Icons.Material.Filled.FolderCopy" Size="Size.Large" />
+                        <span>2</span>
+                        <strong>@T("Dateien ablegen", "Place files")</strong>
+                        <p>@T("Downloads in den Datenordner kopieren und exakt wie unten benennen.", "Copy downloads into the data folder and name them exactly as listed below.")</p>
+                    </div>
+                    <div class="hr-guide-step">
+                        <MudIcon Icon="@Icons.Material.Filled.Refresh" Size="Size.Large" />
+                        <span>3</span>
+                        <strong>@T("Cockpit laden", "Load cockpit")</strong>
+                        <p>@T("Im HR-KPI-Cockpit den Datenordner kontrollieren und Laden klicken.", "Check the data folder in the HR KPI cockpit and click Load.")</p>
+                    </div>
+                    <div class="hr-guide-step">
+                        <MudIcon Icon="@Icons.Material.Filled.FactCheck" Size="Size.Large" />
+                        <span>4</span>
+                        <strong>@T("Datenstatus pruefen", "Check data status")</strong>
+                        <p>@T("Im Reiter Datenstatus muessen die erwarteten Dateien gruen erscheinen.", "In the Data status tab, the expected files should be green.")</p>
+                    </div>
+                </div>
+            </MudPaper>
+        </MudItem>
+        <MudItem xs="12" md="4">
+            <MudPaper Class="pa-4" Elevation="1">
+                <MudText Typo="Typo.h6" Class="mb-2">@T("Datenordner", "Data folder")</MudText>
+                <MudText Typo="Typo.body1">@Result.Options.DataFolder</MudText>
+                <MudAlert Severity="Severity.Info" Dense Variant="Variant.Outlined" Class="mt-3">
+                    @T("Der Standardordner ist konfigurierbar. Fuer einen anderen Ordner oben im HR-KPI-Filter den Datenordner anpassen und neu laden.",
+                        "The default folder is configurable. To use another folder, change the data folder in the HR KPI filter above and reload.")
+                </MudAlert>
+                <MudAlert Severity="Severity.Warning" Dense Variant="Variant.Outlined" Class="mt-2">
+                    @T("HR-Dateien enthalten Personendaten. Nicht per E-Mail weiterleiten und keine Kopien in ungeschuetzten Ordnern liegen lassen.",
+                        "HR files contain personal data. Do not forward them by email and do not leave copies in unprotected folders.")
+                </MudAlert>
+            </MudPaper>
+        </MudItem>
+        <MudItem xs="12">
+            <MudPaper Class="pa-4" Elevation="1">
+                <MudText Typo="Typo.h6" Class="mb-2">@T("Erwartete Dateien", "Expected files")</MudText>
+                <MudTable Items="Result.FileStatuses" Dense Hover Striped>
+                    <HeaderContent>
+                        <MudTh>@T("Inhalt", "Content")</MudTh>
+                        <MudTh>@T("Datei/Pfad", "File/path")</MudTh>
+                        <MudTh>@T("Status", "Status")</MudTh>
+                    </HeaderContent>
+                    <RowTemplate>
+                        <MudTd>@context.Label</MudTd>
+                        <MudTd>@context.Path</MudTd>
+                        <MudTd>
+                            <MudChip T="string" Size="Size.Small" Color="@(context.Exists ? Color.Success : Color.Error)" Variant="Variant.Outlined">
+                                @(context.Exists ? T("gefunden", "found") : T("fehlt", "missing"))
+                            </MudChip>
+                        </MudTd>
+                    </RowTemplate>
+                </MudTable>
+            </MudPaper>
+        </MudItem>
+    </MudGrid>;
+
     private static IEnumerable<HrKpiGroupValue> BuildLeaverExclusionRows(IReadOnlyList<HrLeaverRow> items)
         => items
             .GroupBy(x => x.FluktuationAusschlussgrund ?? "Relevant")
@@ -391,6 +464,51 @@
         min-height: 100%;
     }
 
+    .hr-guide-steps {
+        display: grid;
+        grid-template-columns: repeat(4, minmax(150px, 1fr));
+        gap: 12px;
+    }
+
+    .hr-guide-step {
+        min-height: 175px;
+        padding: 16px;
+        border: 1px solid var(--mud-palette-lines-default);
+        border-top: 5px solid var(--mud-palette-primary);
+        display: flex;
+        flex-direction: column;
+        gap: 8px;
+        background: var(--mud-palette-surface);
+    }
+
+    .hr-guide-step span {
+        width: 28px;
+        height: 28px;
+        border-radius: 50%;
+        display: inline-grid;
+        place-items: center;
+        color: var(--mud-palette-primary-text);
+        background: var(--mud-palette-primary);
+        font-weight: 700;
+    }
+
+    .hr-guide-step p {
+        margin: 0;
+        color: var(--mud-palette-text-secondary);
+    }
+
+    @@media (max-width: 1100px) {
+        .hr-guide-steps {
+            grid-template-columns: repeat(2, minmax(150px, 1fr));
+        }
+    }
+
+    @@media (max-width: 700px) {
+        .hr-guide-steps {
+            grid-template-columns: 1fr;
+        }
+    }
+
     .hr-gauge {
         --gauge-color: #2e7d32;
         --gauge-deg: 0deg;

TrafagSalesExporter/Components/Pages/HrKpi.razor

@@ -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

@@ -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;

TrafagSalesExporter/Models/ManagementCockpitModels.cs

@@ -153,3 +153,37 @@ public class ManagementCockpitCentralResult
     public List<ManagementCockpitDimensionValueRow> SourceSystemTotals { get; set; } = [];
     public List<ManagementCockpitDimensionValueRow> CountryTotals { get; set; } = [];
 }
+
+public class ManagementFinanceSummaryFilter
+{
+    public int Year { get; set; }
+    public string? CountryKey { get; set; }
+    public string? Currency { get; set; }
+}
+
+public class ManagementFinanceSummaryRow
+{
+    public int Year { get; set; }
+    public string CountryKey { get; set; } = string.Empty;
+    public string Currency { get; set; } = string.Empty;
+    public int IncludedRows { get; set; }
+    public int ExcludedRows { get; set; }
+    public decimal NetSalesActual { get; set; }
+}
+
+public class ManagementFinanceSummaryResult
+{
+    public ManagementFinanceSummaryFilter Filter { get; set; } = new();
+    public List<string> Notices { get; set; } = [];
+    public List<int> YearOptions { get; set; } = [];
+    public List<string> CountryOptions { get; set; } = [];
+    public List<string> CurrencyOptions { get; set; } = [];
+    public List<ManagementFinanceSummaryRow> Rows { get; set; } = [];
+    public List<ManagementFinanceSummaryRow> YearRows { get; set; } = [];
+    public int IncludedRows { get; set; }
+    public int ExcludedRows { get; set; }
+    public int CountryCount { get; set; }
+    public int CurrencyCount { get; set; }
+    public decimal NetSalesActual { get; set; }
+    public string DisplayCurrency { get; set; } = string.Empty;
+}

TrafagSalesExporter/Services/IManagementCockpitService.cs

@@ -11,4 +11,5 @@ public interface IManagementCockpitService
     Task<List<int>> GetAvailableCentralYearsAsync();
     Task<ManagementCockpitCentralResult> AnalyzeCentralAsync(int year, int? month);
     Task<ManagementCockpitCentralResult> AnalyzeCentralAsync(int year, int? month, ManagementCockpitAnalysisOptions? options);
+    Task<ManagementFinanceSummaryResult> AnalyzeFinanceSummaryAsync(int year, string? countryKey, string? currency);
 }

TrafagSalesExporter/Services/ManagementCockpitPageService.cs

@@ -9,6 +9,7 @@ public interface IManagementCockpitPageService
     Task<List<int>> LoadCentralYearsAsync();
     Task<ManagementCockpitResult> AnalyzeAsync(string filePath, ManagementCockpitAnalysisOptions options);
     Task<ManagementCockpitCentralResult> AnalyzeCentralAsync(int year, int? month, ManagementCockpitAnalysisOptions options);
+    Task<ManagementFinanceSummaryResult> AnalyzeFinanceSummaryAsync(int year, string? countryKey, string? currency);
 }
 
 public sealed class ManagementCockpitPageService : IManagementCockpitPageService
@@ -46,6 +47,9 @@ public sealed class ManagementCockpitPageService : IManagementCockpitPageService
 
     public Task<ManagementCockpitCentralResult> AnalyzeCentralAsync(int year, int? month, ManagementCockpitAnalysisOptions options)
         => _cockpitService.AnalyzeCentralAsync(year, month, options);
+
+    public Task<ManagementFinanceSummaryResult> AnalyzeFinanceSummaryAsync(int year, string? countryKey, string? currency)
+        => _cockpitService.AnalyzeFinanceSummaryAsync(year, countryKey, currency);
 }
 
 public sealed class ManagementCockpitPageState

TrafagSalesExporter/Services/ManagementCockpitService.cs

@@ -296,6 +296,149 @@ public class ManagementCockpitService : IManagementCockpitService
         };
     }
 
+    public async Task<ManagementFinanceSummaryResult> AnalyzeFinanceSummaryAsync(int year, string? countryKey, string? currency)
+    {
+        using var db = await _dbFactory.CreateDbContextAsync();
+        var financeRules = await db.FinanceRules
+            .AsNoTracking()
+            .Where(rule => rule.IsActive)
+            .OrderBy(rule => rule.SortOrder)
+            .ThenBy(rule => rule.Id)
+            .ToListAsync();
+        if (financeRules.Count == 0)
+            financeRules = FinanceRuleEngine.CreateDefaultRules().ToList();
+
+        var financeRuleEngine = new FinanceRuleEngine(financeRules);
+        var records = await db.CentralSalesRecords
+            .AsNoTracking()
+            .Select(r => new SalesRecord
+            {
+                Land = r.Land,
+                Tsc = r.Tsc,
+                DocumentEntry = r.DocumentEntry,
+                InvoiceNumber = r.InvoiceNumber,
+                PositionOnInvoice = r.PositionOnInvoice,
+                Material = r.Material,
+                Name = r.Name,
+                Quantity = r.Quantity,
+                SupplierCountry = r.SupplierCountry,
+                CustomerNumber = r.CustomerNumber,
+                CustomerName = r.CustomerName,
+                SalesCurrency = r.SalesCurrency,
+                DocumentCurrency = r.DocumentCurrency,
+                CompanyCurrency = r.CompanyCurrency,
+                SalesPriceValue = r.SalesPriceValue,
+                DocumentType = r.DocumentType,
+                PostingDate = r.PostingDate,
+                InvoiceDate = r.InvoiceDate,
+                ExtractionDate = r.ExtractionDate
+            })
+            .ToListAsync();
+
+        if (records.Count == 0)
+            throw new InvalidOperationException("Die zentrale Tabelle enthaelt noch keine Datensaetze.");
+
+        var allRows = records
+            .Select(record =>
+            {
+                var resolvedCountryKey = ResolveFinanceCountryKey(record.Land, record.Tsc);
+                var financeDate = financeRuleEngine.ResolveFinanceDate(record, resolvedCountryKey);
+                var rawInclude = financeRuleEngine.ShouldInclude(record, resolvedCountryKey);
+                var value = financeRuleEngine.ResolveNetSalesActual(record, resolvedCountryKey, rawInclude);
+                var include = rawInclude && value != 0m;
+                return new FinanceAggregationRow
+                {
+                    Year = financeDate.Year,
+                    CountryKey = resolvedCountryKey,
+                    Currency = ResolveFinanceCurrency(record),
+                    Include = include,
+                    Value = value
+                };
+            })
+            .ToList();
+
+        var yearOptions = allRows
+            .Select(row => row.Year)
+            .Distinct()
+            .OrderBy(yearValue => yearValue)
+            .ToList();
+        if (year == 0)
+            year = yearOptions.LastOrDefault();
+
+        var countryFilter = NormalizeOptionalFilter(countryKey);
+        var currencyFilter = NormalizeOptionalFilter(currency);
+        var scopedRows = allRows
+            .Where(row => row.Year == year)
+            .Where(row => countryFilter is null || row.CountryKey.Equals(countryFilter, StringComparison.OrdinalIgnoreCase))
+            .Where(row => currencyFilter is null || row.Currency.Equals(currencyFilter, StringComparison.OrdinalIgnoreCase))
+            .ToList();
+
+        var summaryRows = scopedRows
+            .GroupBy(row => new { row.Year, row.CountryKey, row.Currency })
+            .OrderBy(group => group.Key.CountryKey, StringComparer.OrdinalIgnoreCase)
+            .ThenBy(group => group.Key.Currency, StringComparer.OrdinalIgnoreCase)
+            .Select(group => BuildFinanceSummaryRow(group.Key.Year, group.Key.CountryKey, group.Key.Currency, group))
+            .ToList();
+
+        var yearRows = allRows
+            .Where(row => countryFilter is null || row.CountryKey.Equals(countryFilter, StringComparison.OrdinalIgnoreCase))
+            .Where(row => currencyFilter is null || row.Currency.Equals(currencyFilter, StringComparison.OrdinalIgnoreCase))
+            .GroupBy(row => new { row.Year, row.Currency })
+            .OrderBy(group => group.Key.Year)
+            .ThenBy(group => group.Key.Currency, StringComparer.OrdinalIgnoreCase)
+            .Select(group => BuildFinanceSummaryRow(group.Key.Year, "Alle", group.Key.Currency, group))
+            .ToList();
+
+        var includedRows = scopedRows.Count(row => row.Include);
+        var excludedRows = scopedRows.Count(row => !row.Include);
+        var resultCurrencies = summaryRows
+            .Select(row => row.Currency)
+            .Distinct(StringComparer.OrdinalIgnoreCase)
+            .OrderBy(value => value, StringComparer.OrdinalIgnoreCase)
+            .ToList();
+        var notices = new List<string>
+        {
+            "Diese Sicht verwendet dieselbe FinanceRuleEngine wie das zentrale Excel-Blatt Finance Summary.",
+            "Jahr, Land und Waehrung werden auf das Endergebnis angewendet.",
+            "Finance-Jahr basiert auf PostingDate, danach InvoiceDate, danach ExtractionDate; DE-Regeln koennen das Jahr erzwingen.",
+            "Include/Exclude, Gutschriften-Negierung und IT-Deduplizierung folgen den gepflegten Finance Regeln."
+        };
+        if (scopedRows.Count == 0)
+        {
+            notices.Insert(0, "Fuer die gewaehlten Finance-Filter gibt es keine Datensaetze im aktuellen Zentraldatenbestand.");
+        }
+
+        return new ManagementFinanceSummaryResult
+        {
+            Filter = new ManagementFinanceSummaryFilter
+            {
+                Year = year,
+                CountryKey = countryFilter,
+                Currency = currencyFilter
+            },
+            YearOptions = yearOptions,
+            CountryOptions = allRows
+                .Select(row => row.CountryKey)
+                .Distinct(StringComparer.OrdinalIgnoreCase)
+                .OrderBy(value => value, StringComparer.OrdinalIgnoreCase)
+                .ToList(),
+            CurrencyOptions = allRows
+                .Select(row => row.Currency)
+                .Distinct(StringComparer.OrdinalIgnoreCase)
+                .OrderBy(value => value, StringComparer.OrdinalIgnoreCase)
+                .ToList(),
+            Rows = summaryRows,
+            YearRows = yearRows,
+            IncludedRows = includedRows,
+            ExcludedRows = excludedRows,
+            CountryCount = summaryRows.Select(row => row.CountryKey).Distinct(StringComparer.OrdinalIgnoreCase).Count(),
+            CurrencyCount = resultCurrencies.Count,
+            NetSalesActual = summaryRows.Sum(row => row.NetSalesActual),
+            DisplayCurrency = BuildDisplayCurrencyLabel(resultCurrencies),
+            Notices = notices
+        };
+    }
+
     private static IEnumerable<CentralAggregationRow> ApplyCentralDimensionFilters(
         IEnumerable<CentralAggregationRow> rows,
         ManagementCockpitAnalysisOptions? options)
@@ -308,6 +451,57 @@ public class ManagementCockpitService : IManagementCockpitService
             (tscFilter is null || string.Equals(row.Tsc, tscFilter, StringComparison.OrdinalIgnoreCase)));
     }
 
+    private static ManagementFinanceSummaryRow BuildFinanceSummaryRow(
+        int year,
+        string countryKey,
+        string currency,
+        IEnumerable<FinanceAggregationRow> rows)
+    {
+        var rowList = rows.ToList();
+        return new ManagementFinanceSummaryRow
+        {
+            Year = year,
+            CountryKey = countryKey,
+            Currency = currency,
+            IncludedRows = rowList.Count(row => row.Include),
+            ExcludedRows = rowList.Count(row => !row.Include),
+            NetSalesActual = rowList.Sum(row => row.Value)
+        };
+    }
+
+    private static string ResolveFinanceCurrency(SalesRecord record)
+        => ResolveFinanceCountryKey(record.Land, record.Tsc) switch
+        {
+            "CH" => "CHF",
+            "AT" => "EUR",
+            "DE" => "EUR",
+            "ES" => "EUR",
+            "FR" => "EUR",
+            "IN" => "INR",
+            "IT" => "EUR",
+            "UK" => "GBP",
+            "US" => "USD",
+            _ => string.IsNullOrWhiteSpace(record.CompanyCurrency) ? record.SalesCurrency : record.CompanyCurrency
+        };
+
+    private static string ResolveFinanceCountryKey(string land, string tsc)
+    {
+        var normalizedLand = (land ?? string.Empty).Trim().ToUpperInvariant();
+        var normalizedTsc = (tsc ?? string.Empty).Trim().ToUpperInvariant();
+
+        if (normalizedLand is "AT" or "AUT" || normalizedLand.Contains("OESTER") || normalizedLand.Contains("OSTER") || normalizedLand.Contains("AUSTRIA")) return "AT";
+        if (normalizedLand is "CH" or "CHE" || normalizedLand.Contains("SCHWE") || normalizedLand.Contains("SWITZER")) return "CH";
+        if (normalizedLand.Contains("FRANK") || normalizedTsc.Contains("FR")) return "FR";
+        if (normalizedLand.Contains("IND") || normalizedTsc.Contains("IN")) return "IN";
+        if (normalizedLand.Contains("ITAL") || normalizedTsc.Contains("IT")) return "IT";
+        if (normalizedLand.Contains("ENGL") || normalizedLand.Contains("KINGDOM") || normalizedTsc.Contains("UK") || normalizedTsc.Contains("GB")) return "UK";
+        if (normalizedLand.Contains("USA") || normalizedLand.Contains("UNITED STATES") || normalizedTsc.Contains("US")) return "US";
+        if (normalizedLand.Contains("DEUT") || normalizedTsc.Contains("DE")) return "DE";
+        if (normalizedLand.Contains("SPAN") || normalizedTsc is "SE" or "ES") return "ES";
+
+        return normalizedTsc.Replace("TR", string.Empty);
+    }
+
     private static IEnumerable<string> GetCandidateDirectories(ExportSettings settings)
     {
         yield return Path.Combine(AppContext.BaseDirectory, "output");
@@ -892,6 +1086,15 @@ public class ManagementCockpitService : IManagementCockpitService
         public Dictionary<string, ConvertedValue> AdditionalValues { get; set; } = new(StringComparer.OrdinalIgnoreCase);
     }
 
+    private class FinanceAggregationRow
+    {
+        public int Year { get; set; }
+        public string CountryKey { get; set; } = string.Empty;
+        public string Currency { get; set; } = string.Empty;
+        public bool Include { get; set; }
+        public decimal Value { get; set; }
+    }
+
     private sealed record AggregationSelection(
         ValueFieldDefinition ValueField,
         IReadOnlyList<ValueFieldDefinition> AdditionalValueFields,

TrafagSalesExporter/TrafagSalesExporter.Tests/ManagementCockpitServiceTests.cs

@@ -238,6 +238,23 @@ public class ManagementCockpitServiceTests : IDisposable
         Assert.Contains("gewählten Zeitraum", ex.Message);
     }
 
+    [Fact]
+    public async Task AnalyzeFinanceSummaryAsync_Returns_Empty_Result_For_Filter_With_No_Rows()
+    {
+        await SeedCentralRowsAsync(
+            CreateRow("MANUAL_EXCEL", "Deutschland", "TRDE", "INV-1", "EUR", 100m, new DateTime(2025, 1, 10)));
+
+        var result = await _service.AnalyzeFinanceSummaryAsync(2026, "DE", null);
+
+        Assert.Equal(2026, result.Filter.Year);
+        Assert.Equal("DE", result.Filter.CountryKey);
+        Assert.Empty(result.Rows);
+        Assert.Equal(0m, result.NetSalesActual);
+        Assert.Contains("keine Datensaetze", result.Notices[0]);
+        Assert.Contains(2025, result.YearOptions);
+        Assert.Contains("DE", result.CountryOptions);
+    }
+
     private async Task SeedCentralRowsAsync(params CentralSalesRecord[] rows)
     {
         await using var db = await _dbFactory.CreateDbContextAsync();