Improve keyuser export workflow

TrafagSalesExporter/Services/DashboardPageService.cs

@@ -62,13 +62,45 @@ public sealed class DashboardPageService : IDashboardPageService
             };
         }).ToList();
 
+        var consolidatedRows = BuildConsolidatedRows(await db.ExportSettings.FirstOrDefaultAsync() ?? new());
+        var latestSuccessfulSiteRun = logs
+            .Where(log => log.Status == "OK")
+            .Select(log => (DateTime?)log.Timestamp)
+            .OrderByDescending(timestamp => timestamp)
+            .FirstOrDefault();
+        var latestConsolidatedRun = consolidatedRows
+            .Select(row => row.LastModified)
+            .OrderByDescending(timestamp => timestamp)
+            .FirstOrDefault();
+
         return new DashboardPageState
         {
             DashboardRows = rows,
-            ConsolidatedRows = BuildConsolidatedRows(await db.ExportSettings.FirstOrDefaultAsync() ?? new())
+            ConsolidatedRows = consolidatedRows,
+            ReadinessWarnings = BuildReadinessWarnings(sites, sourceSystems),
+            IsConsolidatedStale = latestSuccessfulSiteRun.HasValue &&
+                (!latestConsolidatedRun.HasValue || latestSuccessfulSiteRun.Value > latestConsolidatedRun.Value),
+            LatestSuccessfulSiteRun = latestSuccessfulSiteRun,
+            LatestConsolidatedRun = latestConsolidatedRun
         };
     }
 
+    private static List<string> BuildReadinessWarnings(List<Site> activeSites, List<SourceSystemDefinition> sourceSystems)
+    {
+        var warnings = new List<string>();
+        foreach (var site in activeSites.OrderBy(x => x.Land).ThenBy(x => x.TSC))
+        {
+            var sourceSystem = sourceSystems.FirstOrDefault(x => string.Equals(x.Code, site.SourceSystem, StringComparison.OrdinalIgnoreCase));
+            if (!string.Equals(sourceSystem?.ConnectionKind, SourceSystemConnectionKinds.ManualExcel, StringComparison.OrdinalIgnoreCase))
+                continue;
+
+            if (string.IsNullOrWhiteSpace(site.ManualImportFilePath))
+                warnings.Add($"{site.Land} / {site.TSC}: manuelle Excel-/CSV-Datei fehlt.");
+        }
+
+        return warnings;
+    }
+
     private static string ResolveDashboardSapServiceUrl(Site site, List<SourceSystemDefinition> sourceSystems)
     {
         if (!string.IsNullOrWhiteSpace(site.SapServiceUrl))
@@ -114,6 +146,10 @@ public sealed class DashboardPageState
 {
     public List<DashboardRow> DashboardRows { get; set; } = [];
     public List<ConsolidatedDashboardRow> ConsolidatedRows { get; set; } = [];
+    public List<string> ReadinessWarnings { get; set; } = [];
+    public bool IsConsolidatedStale { get; set; }
+    public DateTime? LatestSuccessfulSiteRun { get; set; }
+    public DateTime? LatestConsolidatedRun { get; set; }
 }
 
 public sealed class DashboardRow

TrafagSalesExporter/Services/ExcelExportService.cs

@@ -146,11 +146,98 @@ public class ExcelExportService : IExcelExportService
 
         ws.Columns().AdjustToContents();
         if (includeFinanceHelpSheet)
+        {
+            AddFinanceSummarySheet(workbook, records);
             AddFinanceHelpSheet(workbook);
+        }
 
         workbook.SaveAs(fullPath);
     }
 
+    private static void AddFinanceSummarySheet(XLWorkbook workbook, List<SalesRecord> records)
+    {
+        var ws = workbook.Worksheets.Add("Finance Summary");
+        ws.Position = 1;
+        ws.Cell(1, 1).Value = "Finance Summary";
+        ws.Cell(1, 1).Style.Font.Bold = true;
+        ws.Cell(1, 1).Style.Font.FontSize = 14;
+        ws.Cell(2, 1).Value = "Diese Summen verwenden dieselbe Finance-Sicht wie die Spalten Finance | ... im Blatt Sales.";
+
+        var headers = new[]
+        {
+            "Year",
+            "Country Key",
+            "Currency",
+            "Included Rows",
+            "Net Sales Actual",
+            "Excluded Rows",
+            "Hinweis"
+        };
+
+        for (var i = 0; i < headers.Length; i++)
+        {
+            ws.Cell(4, i + 1).Value = headers[i];
+            ws.Cell(4, i + 1).Style.Font.Bold = true;
+        }
+
+        var italyBlankSupplierCountryRows = new HashSet<string>(StringComparer.OrdinalIgnoreCase);
+        var summaryRows = records
+            .Select(record =>
+            {
+                var financeDate = ResolveFinanceDate(record);
+                var countryKey = ResolveFinanceCountryKey(record.Land, record.Tsc);
+                var include = ResolveFinanceInclude(record, countryKey, italyBlankSupplierCountryRows) && record.SalesPriceValue != 0m;
+                return new
+                {
+                    Year = financeDate.Year,
+                    CountryKey = countryKey,
+                    Currency = ResolveFinanceCurrency(record),
+                    Include = include,
+                    Value = include ? record.SalesPriceValue : 0m
+                };
+            })
+            .GroupBy(row => new { row.Year, row.CountryKey, row.Currency })
+            .OrderBy(group => group.Key.Year)
+            .ThenBy(group => group.Key.CountryKey, StringComparer.OrdinalIgnoreCase)
+            .ThenBy(group => group.Key.Currency, StringComparer.OrdinalIgnoreCase)
+            .Select(group => new
+            {
+                group.Key.Year,
+                group.Key.CountryKey,
+                group.Key.Currency,
+                IncludedRows = group.Count(row => row.Include),
+                NetSalesActual = group.Sum(row => row.Value),
+                ExcludedRows = group.Count(row => !row.Include)
+            })
+            .ToList();
+
+        var rowIndex = 5;
+        foreach (var row in summaryRows)
+        {
+            ws.Cell(rowIndex, 1).Value = row.Year;
+            ws.Cell(rowIndex, 2).Value = row.CountryKey;
+            ws.Cell(rowIndex, 3).Value = row.Currency;
+            ws.Cell(rowIndex, 4).Value = row.IncludedRows;
+            ws.Cell(rowIndex, 5).Value = row.NetSalesActual;
+            ws.Cell(rowIndex, 6).Value = row.ExcludedRows;
+            ws.Cell(rowIndex, 7).Value = BuildFinanceSummaryHint(row.CountryKey);
+            rowIndex++;
+        }
+
+        ws.Column(5).Style.NumberFormat.Format = "#,##0.00";
+        ws.Columns().AdjustToContents();
+    }
+
+    private static string BuildFinanceSummaryHint(string countryKey)
+        => countryKey.ToUpperInvariant() switch
+        {
+            "DE" => "DE Alphaplan ist technisch vorbereitet; Kundenlaender/Filter fachlich noch bestaetigen.",
+            "IT" => "IT: Trafag Italia ausgeschlossen; doppelte Blank-Supplier-Zeilen nur einmal.",
+            "UK" => "UK: Sage/Manual Excel, Credit Notes negativ.",
+            "ES" => "ES: Sage CSV/Manual Excel, REC/Credit Notes negativ.",
+            _ => string.Empty
+        };
+
     private static void AddFinanceHelpSheet(XLWorkbook workbook)
     {
         var ws = workbook.Worksheets.Add("Finance Filter Hilfe");

TrafagSalesExporter/Services/ExportOrchestrationService.cs

@@ -96,7 +96,7 @@ public class ExportOrchestrationService
         lock (_lock)
         {
             if (_runningExports.ContainsKey(site.Id)) return null;
-            _runningExports[site.Id] = "HANA Abfrage...";
+            _runningExports[site.Id] = BuildInitialExportStatus(site);
         }
         NotifyChanged();
 
@@ -134,6 +134,17 @@ public class ExportOrchestrationService
         OnExportStatusChanged?.Invoke();
     }
 
+    private static string BuildInitialExportStatus(Site site)
+    {
+        var sourceSystem = (site.SourceSystem ?? string.Empty).Trim().ToUpperInvariant();
+        return sourceSystem switch
+        {
+            "MANUAL_EXCEL" => "Manuelle Excel/CSV lesen...",
+            "SAP" => "SAP OData lesen...",
+            _ => "Quelldaten lesen..."
+        };
+    }
+
     private async Task<string?> RunConsolidatedExportAsync()
     {
         lock (_lock)