Document workflow deltas and clean up docs

2026-06-10 09:15:46 +02:00
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+Sage Spain final sales export candidate
+======================================
+
+Run on the Spain Sage SQL Server machine.
+
+PowerShell commands:
+
+Set-ExecutionPolicy -Scope Process Bypass
+.\Export-SageSpainSalesCsv.ps1
+
+Full export, default year 2025:
+
+.\Export-SageSpainSalesCsv.ps1 -ExportMode Full -Year 2025
+
+Range export, explicit window:
+
+.\Export-SageSpainSalesCsv.ps1 -ExportMode Range -FromDate "2025-05-01" -ToDate "2025-06-01"
+
+Range export by registration date, useful for new/changed records registered in a period:
+
+.\Export-SageSpainSalesCsv.ps1 -ExportMode Range -DateFilter LineRegistrationDate -FromDate "2025-05-01" -ToDate "2025-06-01"
+
+Output folder on Desktop:
+
+Sage_Spain_Sales_Export_YYYYMMDD_HHMMSS
+
+Files created:
+
+- Spain_Sales_full_YYYY0101_to_YYYY1231.csv for full export
+- Spain_Sales_range_YYYYMMDD_to_YYYYMMDD.csv for range export
+- Matching *_summary.txt file
+
+The script only reads SQL Server data. It does not change Sage or SQL Server.
+
+Default source:
+
+- Database: Sage
+- Header: dbo.CabeceraAlbaranCliente
+- Lines: dbo.LineasAlbaranCliente
+- Full export date filter: CabeceraAlbaranCliente.FechaFactura from YYYY-01-01 to next YYYY-01-01
+- Range export date filter: explicit FromDate/ToDate
+- DateFilter InvoiceDate uses CabeceraAlbaranCliente.FechaFactura
+- DateFilter LineRegistrationDate uses LineasAlbaranCliente.FechaRegistro, with fallback to FechaFactura
+- Sales value: LineasAlbaranCliente.ImporteNeto
+
+If the SQL instance or database name differs:
+
+.\Export-SageSpainSalesCsv.ps1 -ServerInstance "localhost" -Database "Sage" -ExportMode Full -Year 2025
+
+
+Automatic upload to SharePoint with rclone
+==========================================
+
+Target SharePoint folder:
+
+https://trafagag.sharepoint.com/sites/WorldwideBIPlatform/Shared%20Documents/Import/Finance/Spanien
+
+Decoded folder path:
+
+Shared Documents/Import/Finance/Spanien
+
+Recommended rclone setup on the Spain Sage server:
+
+1. Install rclone.
+2. Run:
+
+rclone config
+
+3. Create a new remote for the SharePoint document library.
+
+Recommended remote name:
+
+trafag-bi
+
+The remote should point to the document library root "Shared Documents" of:
+
+https://trafagag.sharepoint.com/sites/WorldwideBIPlatform
+
+Then this target path is used by the wrapper script:
+
+trafag-bi:Import/Finance/Spanien
+
+Test rclone:
+
+rclone lsd trafag-bi:
+rclone lsd trafag-bi:"Import/Finance"
+rclone lsd trafag-bi:"Import/Finance/Spanien"
+
+Run range export and upload with default window last 7 days until today:
+
+.\Run-SpainExportAndUpload.ps1
+
+Explicit range:
+
+.\Run-SpainExportAndUpload.ps1 -ExportMode Range -DateFilter LineRegistrationDate -FromDate "2026-06-02" -ToDate "2026-06-03"
+
+Simple starter script with default window last 7 days until today:
+
+.\Start-SpainRangeExportAndUpload.ps1
+
+Same starter script with another range:
+
+.\Start-SpainRangeExportAndUpload.ps1 -FromDate "2026-06-01" -ToDate "2026-06-04"
+
+Single-file all-in-one range export and upload.
+This file does not require Export-SageSpainSalesCsv.ps1 or Run-SpainExportAndUpload.ps1:
+
+.\Run-SpainRangeExportAndUpload-AllInOne.ps1
+
+Default date window:
+
+- FromDate = today - 7 days
+- ToDate = today
+- ToDate is exclusive
+
+Override the all-in-one default date window:
+
+.\Run-SpainRangeExportAndUpload-AllInOne.ps1 -FromDate "2026-06-01" -ToDate "2026-06-04"
+
+The all-in-one script checks/creates the SharePoint folder before export, uploads the generated CSV and summary, and verifies that the uploaded files are listed in SharePoint.
+
+rclone.exe lookup for the all-in-one script:
+
+- explicit -RcloneExe parameter
+- rclone.exe in the same folder as the script
+- C:\Tools\rclone.exe
+- C:\Tools\rclone\rclone.exe
+- C:\Tools\rclone\rclone\rclone.exe
+- rclone from PATH
+
+Known rclone upload issue:
+
+If the log says:
+
+CRITICAL: Can't set -v and --log-level
+
+then the server is running an old script copy that still contains:
+
+--verbose `
+
+Remove that line from the rclone copy block or replace the file with the current Run-SpainRangeExportAndUpload-AllInOne.ps1.
+
+Full export and upload:
+
+.\Run-SpainExportAndUpload.ps1 -ExportMode Full -Year 2025
+
+If the rclone remote has another name:
+
+.\Run-SpainExportAndUpload.ps1 -RcloneRemote "YOUR_REMOTE_NAME"
+
+If rclone.exe is not in PATH:
+
+.\Run-SpainExportAndUpload.ps1 -RcloneExe "C:\Tools\rclone\rclone.exe"
+
+Suggested Windows Task Scheduler command:
+
+powershell.exe -NoProfile -ExecutionPolicy Bypass -File C:\Trafag\SageSpain\Run-SpainExportAndUpload.ps1
+
+Important:
+
+- The export script only reads SQL Server data.
+- rclone only uploads the generated CSV and matching summary file.
+- For daily deltas use ExportMode Range with DateFilter LineRegistrationDate.
+- ToDate is exclusive.