Add central product assignment tab

This commit is contained in:
2026-05-29 08:54:30 +02:00
parent 7e9a61f877
commit 8cb5f98562
7 changed files with 551 additions and 4 deletions
@@ -284,6 +284,115 @@
</MudTable>
</MudPaper>
</MudTabPanel>
<MudTabPanel Text="@T("Zentrale Spartenzuordnung", "Central division mapping")" Icon="@Icons.Material.Filled.AccountTree">
<MudGrid Class="mb-4">
<MudItem xs="12" sm="6" md="2">
<MudPaper Class="pa-4" Elevation="1">
<MudText Typo="Typo.caption">@T("Materialien", "Materials")</MudText>
<MudText Typo="Typo.h6">@_financeResult.ProductAssignmentSummary.DistinctMaterialCount.ToString("N0")</MudText>
</MudPaper>
</MudItem>
<MudItem xs="12" sm="6" md="2">
<MudPaper Class="pa-4" Elevation="1">
<MudText Typo="Typo.caption">@T("Zugeordnet", "Assigned")</MudText>
<MudText Typo="Typo.h6">@_financeResult.ProductAssignmentSummary.MatchedMaterialCount.ToString("N0")</MudText>
</MudPaper>
</MudItem>
<MudItem xs="12" sm="6" md="2">
<MudPaper Class="pa-4" Elevation="1">
<MudText Typo="Typo.caption">@T("Nicht zugeordnet", "Unassigned")</MudText>
<MudText Typo="Typo.h6">@_financeResult.ProductAssignmentSummary.UnassignedMaterialCount.ToString("N0")</MudText>
</MudPaper>
</MudItem>
<MudItem xs="12" sm="6" md="2">
<MudPaper Class="pa-4" Elevation="1">
<MudText Typo="Typo.caption">@T("Nicht im Stamm", "Not in master")</MudText>
<MudText Typo="Typo.h6">@_financeResult.ProductAssignmentSummary.MissingReferenceMaterialCount.ToString("N0")</MudText>
</MudPaper>
</MudItem>
<MudItem xs="12" sm="6" md="2">
<MudPaper Class="pa-4" Elevation="1">
<MudText Typo="Typo.caption">@T("Material fehlt", "Material missing")</MudText>
<MudText Typo="Typo.h6">@_financeResult.ProductAssignmentSummary.MissingMaterialNumberCount.ToString("N0")</MudText>
</MudPaper>
</MudItem>
<MudItem xs="12" sm="6" md="2">
<MudPaper Class="pa-4" Elevation="1">
<MudText Typo="Typo.caption">@T("TR-AG Referenz", "TR AG reference")</MudText>
<MudText Typo="Typo.h6">@_financeResult.ProductAssignmentSummary.ReferenceMaterialCount.ToString("N0")</MudText>
</MudPaper>
</MudItem>
</MudGrid>
<MudAlert Severity="Severity.Info" Dense Variant="Variant.Outlined" Class="mb-4">
@T("Diese Sicht prueft Materialnummern aller gefilterten Laender gegen die fuehrende TR-AG-Referenz aus `ProductDivisionRefSet`. Die Produktsparten der lokalen ERPs werden nicht verwendet.",
"This view checks material numbers from all filtered countries against the leading TR AG reference from `ProductDivisionRefSet`. Local ERP product divisions are not used.")
</MudAlert>
<MudPaper Class="pa-4 mb-4" Elevation="1">
<MudText Typo="Typo.h6" Class="mb-2">@T("Abdeckung nach Land", "Coverage by country")</MudText>
<MudTable Items="_financeResult.ProductAssignmentCountryRows" Dense Hover Striped>
<HeaderContent>
<MudTh>@T("Land", "Country")</MudTh>
<MudTh>TSC</MudTh>
<MudTh>@T("Materialien", "Materials")</MudTh>
<MudTh>@T("Zugeordnet", "Assigned")</MudTh>
<MudTh>@T("Nicht zugeordnet", "Unassigned")</MudTh>
<MudTh>@T("Nicht im Stamm", "Not in master")</MudTh>
<MudTh>@T("Material fehlt", "Material missing")</MudTh>
<MudTh>@T("Trefferquote", "Match rate")</MudTh>
</HeaderContent>
<RowTemplate>
<MudTd>@context.CountryKey</MudTd>
<MudTd>@context.Tsc</MudTd>
<MudTd>@context.DistinctMaterialCount.ToString("N0")</MudTd>
<MudTd>@context.MatchedMaterialCount.ToString("N0")</MudTd>
<MudTd>@context.UnassignedMaterialCount.ToString("N0")</MudTd>
<MudTd>@context.MissingReferenceMaterialCount.ToString("N0")</MudTd>
<MudTd>@context.MissingMaterialNumberCount.ToString("N0")</MudTd>
<MudTd>@FormatPercent(context.MatchPercent)</MudTd>
</RowTemplate>
<NoRecordsContent>
<MudText Typo="Typo.body2">@T("Keine Materialdaten fuer diese Filter.", "No material data for these filters.")</MudText>
</NoRecordsContent>
</MudTable>
</MudPaper>
<MudPaper Class="pa-4" Elevation="1">
<MudText Typo="Typo.h6" Class="mb-2">@T("Materialpruefung gegen TR-AG-Referenz", "Material check against TR AG reference")</MudText>
<MudTable Items="_financeResult.ProductAssignmentRows" Dense Hover Striped>
<HeaderContent>
<MudTh>@T("Status", "Status")</MudTh>
<MudTh>@T("Land", "Country")</MudTh>
<MudTh>TSC</MudTh>
<MudTh>@T("Land-Material", "Local material")</MudTh>
<MudTh>@T("Land-Text", "Local text")</MudTh>
<MudTh>@T("TR-AG-MATNR", "TR AG MATNR")</MudTh>
<MudTh>PAPH1</MudTh>
<MudTh>@T("Produktfamilie", "Product family")</MudTh>
<MudTh>@T("Produktsparte", "Product division")</MudTh>
<MudTh>@T("Zeilen", "Rows")</MudTh>
<MudTh>@T("Finance-Wert", "Finance value")</MudTh>
</HeaderContent>
<RowTemplate>
<MudTd><MudChip T="string" Size="Size.Small" Color="@ProductAssignmentColor(context.Status)" Variant="Variant.Outlined">@context.Status</MudChip></MudTd>
<MudTd>@context.CountryKey</MudTd>
<MudTd>@context.Tsc</MudTd>
<MudTd>@context.Material</MudTd>
<MudTd>@context.ArticleName</MudTd>
<MudTd>@context.ReferenceMaterial</MudTd>
<MudTd>@BuildCodeText(context.ProductHierarchyCode, context.ProductHierarchyText)</MudTd>
<MudTd>@BuildCodeText(context.ProductFamilyCode, context.ProductFamilyText)</MudTd>
<MudTd>@BuildCodeText(context.ProductDivisionCode, context.ProductDivisionText)</MudTd>
<MudTd>@context.RowCount.ToString("N0")</MudTd>
<MudTd>@FormatValue(context.NetSalesActual, context.Currency)</MudTd>
</RowTemplate>
<NoRecordsContent>
<MudText Typo="Typo.body2">@T("Keine Materialpruefung fuer diese Filter.", "No material check for these filters.")</MudText>
</NoRecordsContent>
</MudTable>
</MudPaper>
</MudTabPanel>
<MudTabPanel Text="@T("Rohdaten Diagnose", "Raw-data diagnostics")" Icon="@Icons.Material.Filled.QueryStats">
<MudPaper Class="pa-4 mb-4" Elevation="1">
@@ -827,6 +936,23 @@
_ => Color.Info
};
private static Color ProductAssignmentColor(string status) => status switch
{
"Zugeordnet" => Color.Success,
"Nicht zugeordnet" => Color.Warning,
"Nicht im TR-AG-Stamm" => Color.Error,
"Material fehlt" => Color.Default,
_ => Color.Info
};
private static string BuildCodeText(string code, string text)
{
if (string.IsNullOrWhiteSpace(code))
return string.IsNullOrWhiteSpace(text) ? "-" : text;
return string.IsNullOrWhiteSpace(text) ? code : $"{code} - {text}";
}
private void SetSelectedCentralAdditionalValueFields(IEnumerable<string> values)
{
_selectedCentralAdditionalValueFields = values
@@ -215,6 +215,49 @@ public class ManagementFinanceDataQualityRow
public string Severity { get; set; } = "Info";
}
public class ManagementProductAssignmentSummary
{
public int DistinctMaterialCount { get; set; }
public int MatchedMaterialCount { get; set; }
public int UnassignedMaterialCount { get; set; }
public int MissingReferenceMaterialCount { get; set; }
public int MissingMaterialNumberCount { get; set; }
public int ReferenceMaterialCount { get; set; }
}
public class ManagementProductAssignmentCountryRow
{
public string CountryKey { get; set; } = string.Empty;
public string Tsc { get; set; } = string.Empty;
public int DistinctMaterialCount { get; set; }
public int MatchedMaterialCount { get; set; }
public int UnassignedMaterialCount { get; set; }
public int MissingReferenceMaterialCount { get; set; }
public int MissingMaterialNumberCount { get; set; }
public decimal MatchPercent { get; set; }
}
public class ManagementProductAssignmentRow
{
public string Status { get; set; } = string.Empty;
public string CountryKey { get; set; } = string.Empty;
public string Tsc { get; set; } = string.Empty;
public string SourceSystem { get; set; } = string.Empty;
public string Material { get; set; } = string.Empty;
public string ArticleName { get; set; } = string.Empty;
public string ReferenceMaterial { get; set; } = string.Empty;
public string ProductHierarchyCode { get; set; } = string.Empty;
public string ProductHierarchyText { get; set; } = string.Empty;
public string ProductFamilyCode { get; set; } = string.Empty;
public string ProductFamilyText { get; set; } = string.Empty;
public string ProductDivisionCode { get; set; } = string.Empty;
public string ProductDivisionText { get; set; } = string.Empty;
public string ProductMappingAssigned { get; set; } = string.Empty;
public int RowCount { get; set; }
public decimal NetSalesActual { get; set; }
public string Currency { get; set; } = string.Empty;
}
public class ManagementFinanceSummaryResult
{
public ManagementFinanceSummaryFilter Filter { get; set; } = new();
@@ -235,4 +278,7 @@ public class ManagementFinanceSummaryResult
public List<ManagementFinanceDataStatusRow> DataStatusRows { get; set; } = [];
public List<ManagementFinanceCreditCandidateRow> CreditCandidates { get; set; } = [];
public List<ManagementFinanceDataQualityRow> DataQualityRows { get; set; } = [];
public ManagementProductAssignmentSummary ProductAssignmentSummary { get; set; } = new();
public List<ManagementProductAssignmentCountryRow> ProductAssignmentCountryRows { get; set; } = [];
public List<ManagementProductAssignmentRow> ProductAssignmentRows { get; set; } = [];
}
@@ -53,6 +53,14 @@ public class ManagementCockpitService : IManagementCockpitService
}
];
private static class ProductAssignmentStatuses
{
public const string Assigned = "Zugeordnet";
public const string Unassigned = "Nicht zugeordnet";
public const string NoReference = "Nicht im TR-AG-Stamm";
public const string MissingMaterial = "Material fehlt";
}
public async Task<List<ManagementCockpitFileOption>> GetAvailableFilesAsync()
{
using var db = await _dbFactory.CreateDbContextAsync();
@@ -322,6 +330,13 @@ public class ManagementCockpitService : IManagementCockpitService
Material = r.Material,
Name = r.Name,
ProductGroup = r.ProductGroup,
ProductHierarchyCode = r.ProductHierarchyCode,
ProductHierarchyText = r.ProductHierarchyText,
ProductFamilyCode = r.ProductFamilyCode,
ProductFamilyText = r.ProductFamilyText,
ProductDivisionCode = r.ProductDivisionCode,
ProductDivisionText = r.ProductDivisionText,
ProductMappingAssigned = r.ProductMappingAssigned,
Quantity = r.Quantity,
SupplierCountry = r.SupplierCountry,
CustomerNumber = r.CustomerNumber,
@@ -363,7 +378,15 @@ public class ManagementCockpitService : IManagementCockpitService
InvoiceNumber = record.InvoiceNumber,
DocumentType = record.DocumentType,
Material = record.Material,
ArticleName = record.Name,
ProductGroup = record.ProductGroup,
ProductHierarchyCode = record.ProductHierarchyCode,
ProductHierarchyText = record.ProductHierarchyText,
ProductFamilyCode = record.ProductFamilyCode,
ProductFamilyText = record.ProductFamilyText,
ProductDivisionCode = record.ProductDivisionCode,
ProductDivisionText = record.ProductDivisionText,
ProductMappingAssigned = record.ProductMappingAssigned,
CustomerName = record.CustomerName,
PostingDate = record.PostingDate,
InvoiceDate = record.InvoiceDate,
@@ -436,6 +459,7 @@ public class ManagementCockpitService : IManagementCockpitService
var dataStatusRows = await BuildFinanceDataStatusRowsAsync(db);
var countryRows = BuildFinanceCountryStatusRows(scopedRows, referenceByKey);
var productAssignmentRows = BuildProductAssignmentRows(scopedRows, allRows);
return new ManagementFinanceSummaryResult
{
@@ -472,7 +496,10 @@ public class ManagementCockpitService : IManagementCockpitService
.ToList(),
DataStatusRows = dataStatusRows,
CreditCandidates = BuildFinanceCreditCandidates(scopedRows),
DataQualityRows = BuildFinanceDataQualityRows(scopedRows)
DataQualityRows = BuildFinanceDataQualityRows(scopedRows),
ProductAssignmentSummary = BuildProductAssignmentSummary(productAssignmentRows),
ProductAssignmentCountryRows = BuildProductAssignmentCountryRows(productAssignmentRows),
ProductAssignmentRows = productAssignmentRows
};
}
@@ -609,6 +636,144 @@ public class ManagementCockpitService : IManagementCockpitService
.ToList();
}
private static List<ManagementProductAssignmentRow> BuildProductAssignmentRows(
IReadOnlyCollection<FinanceAggregationRow> scopedRows,
IReadOnlyCollection<FinanceAggregationRow> allRows)
{
var referenceByMaterial = allRows
.Where(row => !string.IsNullOrWhiteSpace(row.Material))
.Where(row => HasProductReference(row))
.GroupBy(row => NormalizeMaterialKey(row.Material), StringComparer.OrdinalIgnoreCase)
.ToDictionary(
group => group.Key,
group => group
.OrderByDescending(row => IsAssignedProductReference(row))
.ThenBy(row => row.Tsc, StringComparer.OrdinalIgnoreCase)
.First(),
StringComparer.OrdinalIgnoreCase);
return scopedRows
.GroupBy(row => new
{
MaterialKey = NormalizeMaterialKey(row.Material),
row.Material,
row.ArticleName,
row.CountryKey,
row.Tsc,
row.SourceSystem,
row.Currency
})
.Select(group =>
{
var material = group.Key.Material?.Trim() ?? string.Empty;
referenceByMaterial.TryGetValue(group.Key.MaterialKey, out var reference);
var status = BuildProductAssignmentStatus(material, reference);
return new ManagementProductAssignmentRow
{
Status = status,
CountryKey = group.Key.CountryKey,
Tsc = group.Key.Tsc,
SourceSystem = group.Key.SourceSystem,
Material = material,
ArticleName = group.Key.ArticleName,
ReferenceMaterial = reference?.Material ?? string.Empty,
ProductHierarchyCode = reference?.ProductHierarchyCode ?? string.Empty,
ProductHierarchyText = reference?.ProductHierarchyText ?? string.Empty,
ProductFamilyCode = reference?.ProductFamilyCode ?? string.Empty,
ProductFamilyText = reference?.ProductFamilyText ?? string.Empty,
ProductDivisionCode = reference?.ProductDivisionCode ?? string.Empty,
ProductDivisionText = reference?.ProductDivisionText ?? string.Empty,
ProductMappingAssigned = reference?.ProductMappingAssigned ?? string.Empty,
RowCount = group.Count(),
NetSalesActual = group.Sum(row => row.Value),
Currency = group.Key.Currency
};
})
.OrderBy(row => ProductAssignmentStatusSort(row.Status))
.ThenBy(row => row.CountryKey, StringComparer.OrdinalIgnoreCase)
.ThenByDescending(row => Math.Abs(row.NetSalesActual))
.ThenBy(row => row.Material, StringComparer.OrdinalIgnoreCase)
.ToList();
}
private static ManagementProductAssignmentSummary BuildProductAssignmentSummary(IReadOnlyCollection<ManagementProductAssignmentRow> rows)
=> new()
{
DistinctMaterialCount = rows.Count,
MatchedMaterialCount = rows.Count(row => row.Status == ProductAssignmentStatuses.Assigned),
UnassignedMaterialCount = rows.Count(row => row.Status == ProductAssignmentStatuses.Unassigned),
MissingReferenceMaterialCount = rows.Count(row => row.Status == ProductAssignmentStatuses.NoReference),
MissingMaterialNumberCount = rows.Count(row => row.Status == ProductAssignmentStatuses.MissingMaterial),
ReferenceMaterialCount = rows
.Where(row => !string.IsNullOrWhiteSpace(row.ReferenceMaterial))
.Select(row => row.ReferenceMaterial)
.Distinct(StringComparer.OrdinalIgnoreCase)
.Count()
};
private static List<ManagementProductAssignmentCountryRow> BuildProductAssignmentCountryRows(IEnumerable<ManagementProductAssignmentRow> rows)
=> rows
.GroupBy(row => new { row.CountryKey, row.Tsc })
.OrderBy(group => group.Key.CountryKey, StringComparer.OrdinalIgnoreCase)
.ThenBy(group => group.Key.Tsc, StringComparer.OrdinalIgnoreCase)
.Select(group =>
{
var rowList = group.ToList();
var matched = rowList.Count(row => row.Status == ProductAssignmentStatuses.Assigned);
var relevant = rowList.Count(row => row.Status != ProductAssignmentStatuses.MissingMaterial);
return new ManagementProductAssignmentCountryRow
{
CountryKey = group.Key.CountryKey,
Tsc = group.Key.Tsc,
DistinctMaterialCount = rowList.Count,
MatchedMaterialCount = matched,
UnassignedMaterialCount = rowList.Count(row => row.Status == ProductAssignmentStatuses.Unassigned),
MissingReferenceMaterialCount = rowList.Count(row => row.Status == ProductAssignmentStatuses.NoReference),
MissingMaterialNumberCount = rowList.Count(row => row.Status == ProductAssignmentStatuses.MissingMaterial),
MatchPercent = relevant == 0 ? 0m : matched * 100m / relevant
};
})
.ToList();
private static string BuildProductAssignmentStatus(string material, FinanceAggregationRow? reference)
{
if (string.IsNullOrWhiteSpace(material))
return ProductAssignmentStatuses.MissingMaterial;
if (reference is null)
return ProductAssignmentStatuses.NoReference;
return IsAssignedProductReference(reference)
? ProductAssignmentStatuses.Assigned
: ProductAssignmentStatuses.Unassigned;
}
private static bool HasProductReference(FinanceAggregationRow row)
=> !string.IsNullOrWhiteSpace(row.ProductHierarchyCode) ||
!string.IsNullOrWhiteSpace(row.ProductFamilyCode) ||
!string.IsNullOrWhiteSpace(row.ProductDivisionCode) ||
!string.IsNullOrWhiteSpace(row.ProductMappingAssigned);
private static bool IsAssignedProductReference(FinanceAggregationRow row)
=> IsTruthy(row.ProductMappingAssigned) &&
!string.IsNullOrWhiteSpace(row.ProductDivisionCode) &&
!string.Equals(row.ProductDivisionCode, "UNASS", StringComparison.OrdinalIgnoreCase);
private static bool IsTruthy(string value)
=> value.Equals("X", StringComparison.OrdinalIgnoreCase) ||
value.Equals("TRUE", StringComparison.OrdinalIgnoreCase) ||
value.Equals("1", StringComparison.OrdinalIgnoreCase) ||
value.Equals("JA", StringComparison.OrdinalIgnoreCase);
private static int ProductAssignmentStatusSort(string status) => status switch
{
ProductAssignmentStatuses.NoReference => 0,
ProductAssignmentStatuses.Unassigned => 1,
ProductAssignmentStatuses.MissingMaterial => 2,
_ => 3
};
private static string NormalizeMaterialKey(string value)
=> string.IsNullOrWhiteSpace(value) ? string.Empty : value.Trim().ToUpperInvariant();
private static ManagementFinanceDataQualityRow BuildQualityRow(string issue, int count, int totalRows)
{
var share = totalRows == 0 ? 0m : count / (decimal)totalRows;
@@ -1325,7 +1490,15 @@ public class ManagementCockpitService : IManagementCockpitService
public string InvoiceNumber { get; set; } = string.Empty;
public string DocumentType { get; set; } = string.Empty;
public string Material { get; set; } = string.Empty;
public string ArticleName { get; set; } = string.Empty;
public string ProductGroup { get; set; } = string.Empty;
public string ProductHierarchyCode { get; set; } = string.Empty;
public string ProductHierarchyText { get; set; } = string.Empty;
public string ProductFamilyCode { get; set; } = string.Empty;
public string ProductFamilyText { get; set; } = string.Empty;
public string ProductDivisionCode { get; set; } = string.Empty;
public string ProductDivisionText { get; set; } = string.Empty;
public string ProductMappingAssigned { get; set; } = string.Empty;
public string CustomerName { get; set; } = string.Empty;
public DateTime? PostingDate { get; set; }
public DateTime? InvoiceDate { get; set; }
@@ -313,6 +313,63 @@ public class ManagementCockpitServiceTests : IDisposable
Assert.Contains(result.DataQualityRows, row => row.Issue == "Nullwerte im Finance-Wert" && row.Count == 1);
}
[Fact]
public async Task AnalyzeFinanceSummaryAsync_Builds_Central_Product_Assignment_Tab_Data()
{
await SeedCentralRowsAsync(
CreateRow("SAP", "Schweiz", "ZSCHWEIZ", "CH-1", "CHF", 100m, new DateTime(2025, 1, 10),
material: "MAT-OK",
name: "Reference article",
productHierarchyCode: "0414",
productHierarchyText: "Industat innen",
productFamilyCode: "0004",
productFamilyText: "Industat",
productDivisionCode: "0001",
productDivisionText: "Thermostate",
productMappingAssigned: "X"),
CreateRow("SAP", "Schweiz", "ZSCHWEIZ", "CH-2", "CHF", 10m, new DateTime(2025, 1, 10),
material: "MAT-UNASS",
productHierarchyCode: "0509",
productHierarchyText: "Multistat",
productDivisionCode: "UNASS",
productDivisionText: "Nicht zugeordnet",
productMappingAssigned: "false"),
CreateRow("MANUAL_EXCEL", "Deutschland", "TRDE", "DE-1", "EUR", 80m, new DateTime(2025, 1, 11),
material: "MAT-OK",
name: "German article"),
CreateRow("MANUAL_EXCEL", "Italien", "TRIT", "IT-1", "EUR", 50m, new DateTime(2025, 1, 12),
material: "MAT-MISSING",
name: "Unknown article"),
CreateRow("MANUAL_EXCEL", "Deutschland", "TRDE", "DE-2", "EUR", 20m, new DateTime(2025, 1, 13),
material: "MAT-UNASS",
name: "Unassigned article"));
var result = await _service.AnalyzeFinanceSummaryAsync(2025, null, null);
Assert.Equal(5, result.ProductAssignmentSummary.DistinctMaterialCount);
Assert.Equal(2, result.ProductAssignmentSummary.MatchedMaterialCount);
Assert.Equal(2, result.ProductAssignmentSummary.UnassignedMaterialCount);
Assert.Equal(1, result.ProductAssignmentSummary.MissingReferenceMaterialCount);
var assigned = Assert.Single(result.ProductAssignmentRows, row => row.Material == "MAT-OK" && row.Tsc == "TRDE");
Assert.Equal("Zugeordnet", assigned.Status);
Assert.Equal("0414", assigned.ProductHierarchyCode);
Assert.Equal("0001", assigned.ProductDivisionCode);
var missing = Assert.Single(result.ProductAssignmentRows, row => row.Material == "MAT-MISSING" && row.Tsc == "TRIT");
Assert.Equal("Nicht im TR-AG-Stamm", missing.Status);
var unassigned = Assert.Single(result.ProductAssignmentRows, row => row.Material == "MAT-UNASS" && row.Tsc == "TRDE");
Assert.Equal("Nicht zugeordnet", unassigned.Status);
Assert.Equal("UNASS", unassigned.ProductDivisionCode);
Assert.Contains(result.ProductAssignmentCountryRows, row =>
row.CountryKey == "DE" &&
row.Tsc == "TRDE" &&
row.MatchedMaterialCount == 1 &&
row.UnassignedMaterialCount == 1);
}
private async Task SeedCentralRowsAsync(params CentralSalesRecord[] rows)
{
await using var db = await _dbFactory.CreateDbContextAsync();
@@ -351,7 +408,16 @@ public class ManagementCockpitServiceTests : IDisposable
DateTime? invoiceDate,
DateTime? extractionDate = null,
decimal quantity = 1m,
decimal standardCost = 1m)
decimal standardCost = 1m,
string material = "MAT",
string name = "Article",
string productHierarchyCode = "",
string productHierarchyText = "",
string productFamilyCode = "",
string productFamilyText = "",
string productDivisionCode = "",
string productDivisionText = "",
string productMappingAssigned = "")
{
return new CentralSalesRecord
{
@@ -362,9 +428,16 @@ public class ManagementCockpitServiceTests : IDisposable
Tsc = tsc,
InvoiceNumber = invoiceNumber,
PositionOnInvoice = 1,
Material = "MAT",
Name = "Article",
Material = material,
Name = name,
ProductGroup = "PG",
ProductHierarchyCode = productHierarchyCode,
ProductHierarchyText = productHierarchyText,
ProductFamilyCode = productFamilyCode,
ProductFamilyText = productFamilyText,
ProductDivisionCode = productDivisionCode,
ProductDivisionText = productDivisionText,
ProductMappingAssigned = productMappingAssigned,
Quantity = quantity,
SupplierNumber = "SUP",
SupplierName = "Supplier",
@@ -275,3 +275,87 @@ Naechster fachlicher/technischer Schritt:
- Stimmen Join-Treffer fuer bekannte Materialien?
- Wie viele Zeilen bleiben `UNASS` / `Nicht zugeordnet`?
- SAP-seitig muss `FINANZDATASCHWEI_GET_ENTITYSET` auf den alten `ZSCHWEIZ`-Select-Code zurueckgesetzt sein, falls er versehentlich mit Produktsparten-Code ueberschrieben wurde.
## Nachtrag 2026-05-29 Zentrale Spartenzuordnung
Fachliches Ziel aus Finance-Input:
- Die Produktsparten-/Produktfamilienzuordnung der anderen Laender-ERPs ist nicht fuehrend.
- Fuehrend ist die Trafag-AG-/SAP-Referenz aus dem eigenen SAP-System.
- Jede Umsatzzeile aus `CentralSalesRecords` wird ueber ihre Materialnummer gegen die TR-AG-Referenz geprueft.
- Wenn die Materialnummer im TR-AG-Stamm vorhanden ist, wird die dortige Produktzuordnung angezeigt.
- Wenn die Materialnummer nicht im TR-AG-Stamm vorhanden ist, gilt der Status `Nicht im TR-AG-Stamm`.
- Wenn die Materialnummer im TR-AG-Stamm vorhanden ist, aber dort `UNASS`/nicht zugeordnet ist, gilt der Status `Nicht zugeordnet`.
Umsetzung im Web:
- Neuer Reiter in `Management Analyse`:
- `Zentrale Spartenzuordnung`
- Der Reiter arbeitet auf dem bestehenden Finance-Filter:
- Jahr
- Land
- Waehrung
- Die Referenz wird aus zentral gespeicherten Zeilen mit Produktfeldern gebildet.
- Der Abgleich erfolgt ueber normalisierte Materialnummer:
- Land-ERP-Material links
- TR-AG-Referenz-Material plus Produktzuordnung rechts
- Angezeigte Statuswerte:
- `Zugeordnet`
- `Nicht zugeordnet`
- `Nicht im TR-AG-Stamm`
- `Material fehlt`
UI-Inhalte:
- Kennzahlen:
- Materialien
- Zugeordnet
- Nicht zugeordnet
- Nicht im Stamm
- Material fehlt
- TR-AG Referenz
- Laenderuebersicht:
- Land
- TSC
- Materialanzahl
- Zugeordnet
- Nicht zugeordnet
- Nicht im Stamm
- Material fehlt
- Trefferquote
- Detailtabelle:
- Status
- Land
- TSC
- Land-Material
- Land-Text
- TR-AG-MATNR
- PAPH1
- Produktfamilie
- Produktsparte
- Zeilen
- Finance-Wert
Technische Dateien:
- `Models/ManagementCockpitModels.cs`
- neue Modelle fuer Produktzuordnungs-Summary, Laenderzeilen und Detailzeilen.
- `Services/ManagementCockpitService.cs`
- baut die TR-AG-Referenz aus Produktfeldern.
- prueft gefilterte Finance-Zeilen ueber `Material`.
- erzeugt Summary, Laenderabdeckung und Detailzeilen.
- `Components/Pages/ManagementCockpit.razor`
- neuer Reiter `Zentrale Spartenzuordnung`.
- `TrafagSalesExporter.Tests/ManagementCockpitServiceTests.cs`
- Test fuer Treffer, fehlende Referenz und `UNASS`.
Validierung:
- `dotnet test TrafagSalesExporter.sln --verbosity minimal --artifacts-path C:\TMP\trafag-test-artifacts-central-product-assignment`
- Ergebnis: `80/80` Tests gruen.
Wichtig:
- Die Sicht ist zunaechst eine Pruef-/Analyseansicht.
- Sie veraendert noch keine bestehenden Umsatzzeilen der anderen Laender.
- Persistente Anreicherung aller `CentralSalesRecords` kann spaeter folgen, wenn die Treffer-/Fehlerquote fachlich akzeptiert ist.
@@ -60,6 +60,21 @@ Stand: 2026-05-29
- Lokale App wurde neu gestartet; `http://localhost:55416/` antwortet mit HTTP 200.
- Validierung: `79/79` Tests gruen mit separatem Artefaktpfad.
## Zentrale Spartenzuordnung
- Neuer Reiter in `Management Analyse`: `Zentrale Spartenzuordnung`.
- Zweck: Materialnummern aller Laender gegen die fuehrende TR-AG-/SAP-Referenz pruefen.
- Lokale ERP-Produktzuordnungen anderer Laender sind nicht fuehrend.
- Statuslogik:
- Treffer mit zugeordneter TR-AG-Sparte: `Zugeordnet`.
- Treffer mit `UNASS`/nicht zugeordnet: `Nicht zugeordnet`.
- Kein Treffer im TR-AG-Stamm: `Nicht im TR-AG-Stamm`.
- Leere Materialnummer: `Material fehlt`.
- Die Sicht nutzt den bestehenden Finance-Filter fuer Jahr/Land/Waehrung.
- Sie zeigt Kennzahlen, Laenderabdeckung und Detailzeilen mit Land-Material links und TR-AG-Referenz rechts.
- Umsetzung ist eine Analyseansicht, keine persistente Mutation anderer Laenderzeilen.
- Validierung nach Umsetzung: `80/80` Tests gruen.
## Offene Punkte Fuer Sitzung
- Normalisierung der Materialnummern.
@@ -71,6 +86,7 @@ Stand: 2026-05-29
- Richtige Texttabellen fuer `WWPFA`/`WWPSP` bestaetigen.
- VKORG/VTWEG fuer TR-AG-Referenzlauf bestaetigen.
- Standort `ZSCHWEIZ` im Export Dashboard neu laufen lassen und Fuellung der neuen Produktfelder pruefen.
- Treffer-/Fehlerquote im Reiter `Zentrale Spartenzuordnung` pruefen.
## Rohquelle Nur Bei Bedarf
+29
View File
@@ -61,6 +61,35 @@ Offen:
- Danach Fuellung der neuen Produktfelder und Quote `UNASS` pruefen.
- Fachliche Mapping-Luecken wie `0509`/`0540` spaeter mit Andreas/Kendra klaeren.
## Nachtrag 2026-05-29 Zentrale Spartenzuordnung
Umgesetzt:
- Neuer Reiter in `Management Analyse`: `Zentrale Spartenzuordnung`.
- Fachlogik:
- Andere Laender-ERPs sind fuer Produktsparten nicht fuehrend.
- Fuehrend ist die TR-AG-/SAP-Referenz aus `ProductDivisionRefSet`.
- Umsatzzeilen aus `CentralSalesRecords` werden ueber `Material` gegen die TR-AG-Referenz geprueft.
- Statuswerte:
- `Zugeordnet`
- `Nicht zugeordnet`
- `Nicht im TR-AG-Stamm`
- `Material fehlt`
- Der Reiter zeigt:
- Summary-Kennzahlen
- Abdeckung nach Land/TSC
- Detailtabelle mit Land-Material links und TR-AG-MATNR/PAPH1/Familie/Sparte rechts.
- Die Sicht verwendet die bestehenden Finance-Filter fuer Jahr, Land und Waehrung.
- Noch keine persistente Mutation anderer Laenderzeilen; es ist bewusst eine Pruefansicht.
Technisch:
- Neue Modelle in `ManagementCockpitModels`.
- Produktzuordnungsanalyse in `ManagementCockpitService`.
- Neuer Reiter in `Components/Pages/ManagementCockpit.razor`.
- Test ergaenzt: `AnalyzeFinanceSummaryAsync_Builds_Central_Product_Assignment_Tab_Data`.
- Validierung: `dotnet test TrafagSalesExporter.sln --verbosity minimal --artifacts-path C:\TMP\trafag-test-artifacts-central-product-assignment` mit `80/80` Tests gruen.
## Nachtrag 2026-05-28 ABAP Produktsparten-Mapping
Erstellt: