Add finance management analysis tabs

TrafagSalesExporter/Components/Pages/ManagementCockpit.razor

@@ -140,6 +140,150 @@
                 </MudTable>
             </MudPaper>
         </MudTabPanel>
+        <MudTabPanel Text="@T("Laender", "Countries")" Icon="@Icons.Material.Filled.Public">
+            <MudPaper Class="pa-4" Elevation="1">
+                <MudText Typo="Typo.h6" Class="mb-2">@T("Finance-Status nach Land", "Finance status by country")</MudText>
+                <MudTable Items="_financeResult.CountryRows" Dense Hover Striped>
+                    <HeaderContent>
+                        <MudTh>@T("Status", "Status")</MudTh>
+                        <MudTh>@T("Land", "Country")</MudTh>
+                        <MudTh>TSC</MudTh>
+                        <MudTh>@T("Quelle", "Source")</MudTh>
+                        <MudTh>@T("Waehrung", "Currency")</MudTh>
+                        <MudTh>@T("Ist", "Actual")</MudTh>
+                        <MudTh>@T("Soll", "Reference")</MudTh>
+                        <MudTh>@T("Differenz", "Difference")</MudTh>
+                        <MudTh>@T("Zeilen", "Rows")</MudTh>
+                    </HeaderContent>
+                    <RowTemplate>
+                        <MudTd><MudChip T="string" Size="Size.Small" Color="@StatusColor(context.Status)" Variant="Variant.Outlined">@context.Status</MudChip></MudTd>
+                        <MudTd>@context.CountryKey</MudTd>
+                        <MudTd>@context.Tscs</MudTd>
+                        <MudTd>@context.SourceSystems</MudTd>
+                        <MudTd>@context.Currency</MudTd>
+                        <MudTd>@FormatValue(context.NetSalesActual, context.Currency)</MudTd>
+                        <MudTd>@FormatNullableValue(context.ReferenceValue, context.Currency)</MudTd>
+                        <MudTd>@FormatNullableValue(context.Difference, context.Currency)</MudTd>
+                        <MudTd>@context.IncludedRows.ToString("N0") / @context.ExcludedRows.ToString("N0")</MudTd>
+                    </RowTemplate>
+                    <NoRecordsContent>
+                        <MudText Typo="Typo.body2">@T("Keine Laenderdaten fuer diese Filter.", "No country data for these filters.")</MudText>
+                    </NoRecordsContent>
+                </MudTable>
+            </MudPaper>
+        </MudTabPanel>
+        <MudTabPanel Text="@T("Datenstatus", "Data status")" Icon="@Icons.Material.Filled.FactCheck">
+            <MudPaper Class="pa-4" Elevation="1">
+                <MudText Typo="Typo.h6" Class="mb-2">@T("Datenbestand nach Standort", "Data inventory by site")</MudText>
+                <MudTable Items="_financeResult.DataStatusRows" Dense Hover Striped>
+                    <HeaderContent>
+                        <MudTh>@T("Aktiv", "Active")</MudTh>
+                        <MudTh>@T("Land", "Country")</MudTh>
+                        <MudTh>TSC</MudTh>
+                        <MudTh>@T("Quelle", "Source")</MudTh>
+                        <MudTh>@T("Zentrale Zeilen", "Central rows")</MudTh>
+                        <MudTh>@T("Letzter Export", "Latest export")</MudTh>
+                        <MudTh>@T("Exportstatus", "Export status")</MudTh>
+                        <MudTh>@T("Letzte Speicherung", "Latest stored")</MudTh>
+                        <MudTh>@T("Manual Import", "Manual import")</MudTh>
+                    </HeaderContent>
+                    <RowTemplate>
+                        <MudTd>
+                            <MudIcon Icon="@(context.IsActive ? Icons.Material.Filled.CheckCircle : Icons.Material.Filled.Cancel)"
+                                     Color="@(context.IsActive ? Color.Success : Color.Default)" Size="Size.Small" />
+                        </MudTd>
+                        <MudTd>@context.Land</MudTd>
+                        <MudTd>@context.Tsc</MudTd>
+                        <MudTd>@context.SourceSystem</MudTd>
+                        <MudTd>@context.RowCount.ToString("N0")</MudTd>
+                        <MudTd>@FormatDateTime(context.LatestExportAt)</MudTd>
+                        <MudTd>@(string.IsNullOrWhiteSpace(context.LatestExportStatus) ? "-" : context.LatestExportStatus)</MudTd>
+                        <MudTd>@FormatDateTime(context.LatestStoredAtUtc)</MudTd>
+                        <MudTd>@FormatManualImportStatus(context)</MudTd>
+                    </RowTemplate>
+                </MudTable>
+            </MudPaper>
+        </MudTabPanel>
+        <MudTabPanel Text="@T("Abweichungen", "Deviations")" Icon="@Icons.Material.Filled.WarningAmber">
+            <MudPaper Class="pa-4" Elevation="1">
+                <MudText Typo="Typo.h6" Class="mb-2">@T("Soll/Ist-Abweichungen", "Actual/reference deviations")</MudText>
+                <MudTable Items="_financeResult.DeviationRows" Dense Hover Striped>
+                    <HeaderContent>
+                        <MudTh>@T("Status", "Status")</MudTh>
+                        <MudTh>@T("Land", "Country")</MudTh>
+                        <MudTh>@T("Waehrung", "Currency")</MudTh>
+                        <MudTh>@T("Ist", "Actual")</MudTh>
+                        <MudTh>@T("Soll", "Reference")</MudTh>
+                        <MudTh>@T("Differenz", "Difference")</MudTh>
+                        <MudTh>%</MudTh>
+                    </HeaderContent>
+                    <RowTemplate>
+                        <MudTd><MudChip T="string" Size="Size.Small" Color="@StatusColor(context.Status)" Variant="Variant.Outlined">@context.Status</MudChip></MudTd>
+                        <MudTd>@context.CountryKey</MudTd>
+                        <MudTd>@context.Currency</MudTd>
+                        <MudTd>@FormatValue(context.NetSalesActual, context.Currency)</MudTd>
+                        <MudTd>@FormatNullableValue(context.ReferenceValue, context.Currency)</MudTd>
+                        <MudTd>@FormatNullableValue(context.Difference, context.Currency)</MudTd>
+                        <MudTd>@FormatPercent(context.DifferencePercent)</MudTd>
+                    </RowTemplate>
+                    <NoRecordsContent>
+                        <MudText Typo="Typo.body2">@T("Keine Sollwerte oder keine Abweichungen fuer diese Filter.", "No reference values or deviations for these filters.")</MudText>
+                    </NoRecordsContent>
+                </MudTable>
+            </MudPaper>
+        </MudTabPanel>
+        <MudTabPanel Text="@T("Gutschriften", "Credit notes")" Icon="@Icons.Material.Filled.AssignmentReturn">
+            <MudPaper Class="pa-4" Elevation="1">
+                <MudText Typo="Typo.h6" Class="mb-2">@T("Gutschriften-Kandidaten", "Credit-note candidates")</MudText>
+                <MudAlert Severity="Severity.Info" Dense Variant="Variant.Outlined" Class="mb-3">
+                    @T("Diese Sicht zeigt technische Kandidaten anhand negativer Werte und erkennbarer Belegtypen/-nummern. Sie ersetzt keine landesspezifische Fachfreigabe.",
+                        "This view shows technical candidates based on negative values and recognizable document types/numbers. It does not replace country-specific business approval.")
+                </MudAlert>
+                <MudTable Items="_financeResult.CreditCandidates" Dense Hover Striped>
+                    <HeaderContent>
+                        <MudTh>@T("Land", "Country")</MudTh>
+                        <MudTh>TSC</MudTh>
+                        <MudTh>@T("Rechnung", "Invoice")</MudTh>
+                        <MudTh>@T("Typ", "Type")</MudTh>
+                        <MudTh>@T("Wert", "Value")</MudTh>
+                        <MudTh>@T("Menge", "Quantity")</MudTh>
+                        <MudTh>@T("Grund", "Reason")</MudTh>
+                    </HeaderContent>
+                    <RowTemplate>
+                        <MudTd>@context.CountryKey</MudTd>
+                        <MudTd>@context.Tsc</MudTd>
+                        <MudTd>@context.InvoiceNumber</MudTd>
+                        <MudTd>@context.DocumentType</MudTd>
+                        <MudTd>@FormatValue(context.NetSalesActual, context.Currency)</MudTd>
+                        <MudTd>@context.Quantity.ToString("N2")</MudTd>
+                        <MudTd>@context.Reason</MudTd>
+                    </RowTemplate>
+                    <NoRecordsContent>
+                        <MudText Typo="Typo.body2">@T("Keine Gutschriften-Kandidaten fuer diese Filter.", "No credit-note candidates for these filters.")</MudText>
+                    </NoRecordsContent>
+                </MudTable>
+            </MudPaper>
+        </MudTabPanel>
+        <MudTabPanel Text="@T("Datenqualitaet", "Data quality")" Icon="@Icons.Material.Filled.Rule">
+            <MudPaper Class="pa-4" Elevation="1">
+                <MudText Typo="Typo.h6" Class="mb-2">@T("Pruefpunkte", "Checkpoints")</MudText>
+                <MudTable Items="_financeResult.DataQualityRows" Dense Hover Striped>
+                    <HeaderContent>
+                        <MudTh>@T("Status", "Status")</MudTh>
+                        <MudTh>@T("Pruefpunkt", "Checkpoint")</MudTh>
+                        <MudTh>@T("Anzahl", "Count")</MudTh>
+                    </HeaderContent>
+                    <RowTemplate>
+                        <MudTd><MudChip T="string" Size="Size.Small" Color="@SeverityColor(context.Severity)" Variant="Variant.Outlined">@context.Severity</MudChip></MudTd>
+                        <MudTd>@context.Issue</MudTd>
+                        <MudTd>@context.Count.ToString("N0")</MudTd>
+                    </RowTemplate>
+                    <NoRecordsContent>
+                        <MudText Typo="Typo.body2">@T("Keine Datenqualitaetsauffaelligkeiten fuer diese Filter.", "No data-quality findings 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">
@@ -647,6 +791,42 @@
             ? value.ToString("N2")
             : $"{value:N2} {currency}";
 
+    private static string FormatNullableValue(decimal? value, string currency)
+        => value.HasValue ? FormatValue(value.Value, currency) : "-";
+
+    private static string FormatPercent(decimal? value)
+        => value.HasValue ? $"{value.Value:N1}%" : "-";
+
+    private static string FormatDateTime(DateTime? value)
+        => value.HasValue ? value.Value.ToLocalTime().ToString("dd.MM.yyyy HH:mm") : "-";
+
+    private static string FormatManualImportStatus(ManagementFinanceDataStatusRow row)
+    {
+        if (!string.Equals(row.SourceSystem, "MANUAL_EXCEL", StringComparison.OrdinalIgnoreCase))
+            return "-";
+
+        if (!string.IsNullOrWhiteSpace(row.ManualImportFilePath))
+            return row.ManualImportLastUploadedAtUtc.HasValue
+                ? $"{System.IO.Path.GetFileName(row.ManualImportFilePath)} / {FormatDateTime(row.ManualImportLastUploadedAtUtc)}"
+                : System.IO.Path.GetFileName(row.ManualImportFilePath);
+
+        return "kein Pfad";
+    }
+
+    private static Color StatusColor(string status) => status switch
+    {
+        "OK" => Color.Success,
+        "Pruefen" => Color.Warning,
+        _ => Color.Default
+    };
+
+    private static Color SeverityColor(string severity) => severity switch
+    {
+        "Warning" => Color.Warning,
+        "Error" => Color.Error,
+        _ => Color.Info
+    };
+
     private void SetSelectedCentralAdditionalValueFields(IEnumerable<string> values)
     {
         _selectedCentralAdditionalValueFields = values

TrafagSalesExporter/Models/ManagementCockpitModels.cs

@@ -171,6 +171,50 @@ public class ManagementFinanceSummaryRow
     public decimal NetSalesActual { get; set; }
 }
 
+public class ManagementFinanceCountryStatusRow : ManagementFinanceSummaryRow
+{
+    public string SourceSystems { get; set; } = string.Empty;
+    public string Tscs { get; set; } = string.Empty;
+    public decimal? ReferenceValue { get; set; }
+    public decimal? Difference { get; set; }
+    public decimal? DifferencePercent { get; set; }
+    public string Status { get; set; } = string.Empty;
+}
+
+public class ManagementFinanceDataStatusRow
+{
+    public string Land { get; set; } = string.Empty;
+    public string Tsc { get; set; } = string.Empty;
+    public string SourceSystem { get; set; } = string.Empty;
+    public bool IsActive { get; set; }
+    public int RowCount { get; set; }
+    public DateTime? LatestStoredAtUtc { get; set; }
+    public DateTime? LatestExtractionDate { get; set; }
+    public DateTime? LatestExportAt { get; set; }
+    public string LatestExportStatus { get; set; } = string.Empty;
+    public string ManualImportFilePath { get; set; } = string.Empty;
+    public DateTime? ManualImportLastUploadedAtUtc { get; set; }
+}
+
+public class ManagementFinanceCreditCandidateRow
+{
+    public string CountryKey { get; set; } = string.Empty;
+    public string Tsc { get; set; } = string.Empty;
+    public string InvoiceNumber { get; set; } = string.Empty;
+    public string DocumentType { get; set; } = string.Empty;
+    public string Currency { get; set; } = string.Empty;
+    public decimal NetSalesActual { get; set; }
+    public decimal Quantity { get; set; }
+    public string Reason { get; set; } = string.Empty;
+}
+
+public class ManagementFinanceDataQualityRow
+{
+    public string Issue { get; set; } = string.Empty;
+    public int Count { get; set; }
+    public string Severity { get; set; } = "Info";
+}
+
 public class ManagementFinanceSummaryResult
 {
     public ManagementFinanceSummaryFilter Filter { get; set; } = new();
@@ -186,4 +230,9 @@ public class ManagementFinanceSummaryResult
     public int CurrencyCount { get; set; }
     public decimal NetSalesActual { get; set; }
     public string DisplayCurrency { get; set; } = string.Empty;
+    public List<ManagementFinanceCountryStatusRow> CountryRows { get; set; } = [];
+    public List<ManagementFinanceCountryStatusRow> DeviationRows { get; set; } = [];
+    public List<ManagementFinanceDataStatusRow> DataStatusRows { get; set; } = [];
+    public List<ManagementFinanceCreditCandidateRow> CreditCandidates { get; set; } = [];
+    public List<ManagementFinanceDataQualityRow> DataQualityRows { get; set; } = [];
 }

TrafagSalesExporter/Models/SalesRecord.cs

@@ -3,6 +3,7 @@ namespace TrafagSalesExporter.Models;
 public class SalesRecord
 {
     public DateTime ExtractionDate { get; set; }
+    public string SourceSystem { get; set; } = string.Empty;
     public string Tsc { get; set; } = string.Empty;
     public int DocumentEntry { get; set; }
     public string InvoiceNumber { get; set; } = string.Empty;

TrafagSalesExporter/Services/ManagementCockpitService.cs

@@ -313,6 +313,7 @@ public class ManagementCockpitService : IManagementCockpitService
             .AsNoTracking()
             .Select(r => new SalesRecord
             {
+                SourceSystem = r.SourceSystem,
                 Land = r.Land,
                 Tsc = r.Tsc,
                 DocumentEntry = r.DocumentEntry,
@@ -320,6 +321,7 @@ public class ManagementCockpitService : IManagementCockpitService
                 PositionOnInvoice = r.PositionOnInvoice,
                 Material = r.Material,
                 Name = r.Name,
+                ProductGroup = r.ProductGroup,
                 Quantity = r.Quantity,
                 SupplierCountry = r.SupplierCountry,
                 CustomerNumber = r.CustomerNumber,
@@ -350,9 +352,22 @@ public class ManagementCockpitService : IManagementCockpitService
                 {
                     Year = financeDate.Year,
                     CountryKey = resolvedCountryKey,
+                    Land = record.Land,
+                    Tsc = record.Tsc,
+                    SourceSystem = string.IsNullOrWhiteSpace(record.SourceSystem) ? "-" : record.SourceSystem,
                     Currency = ResolveFinanceCurrency(record),
                     Include = include,
-                    Value = value
+                    Value = value,
+                    RawSalesValue = record.SalesPriceValue,
+                    Quantity = record.Quantity,
+                    InvoiceNumber = record.InvoiceNumber,
+                    DocumentType = record.DocumentType,
+                    Material = record.Material,
+                    ProductGroup = record.ProductGroup,
+                    CustomerName = record.CustomerName,
+                    PostingDate = record.PostingDate,
+                    InvoiceDate = record.InvoiceDate,
+                    ExtractionDate = record.ExtractionDate
                 };
             })
             .ToList();
@@ -408,6 +423,20 @@ public class ManagementCockpitService : IManagementCockpitService
             notices.Insert(0, "Fuer die gewaehlten Finance-Filter gibt es keine Datensaetze im aktuellen Zentraldatenbestand.");
         }
 
+        var references = await db.FinanceReferences
+            .AsNoTracking()
+            .Where(reference => reference.IsActive && reference.Year == year)
+            .ToListAsync();
+        var referenceByKey = references
+            .GroupBy(reference => reference.Key, StringComparer.OrdinalIgnoreCase)
+            .ToDictionary(
+                group => group.Key,
+                group => group.Select(reference => reference.CheckValue ?? reference.LocalCurrencyValue).FirstOrDefault(value => value.HasValue),
+                StringComparer.OrdinalIgnoreCase);
+
+        var dataStatusRows = await BuildFinanceDataStatusRowsAsync(db);
+        var countryRows = BuildFinanceCountryStatusRows(scopedRows, referenceByKey);
+
         return new ManagementFinanceSummaryResult
         {
             Filter = new ManagementFinanceSummaryFilter
@@ -435,10 +464,205 @@ public class ManagementCockpitService : IManagementCockpitService
             CurrencyCount = resultCurrencies.Count,
             NetSalesActual = summaryRows.Sum(row => row.NetSalesActual),
             DisplayCurrency = BuildDisplayCurrencyLabel(resultCurrencies),
-            Notices = notices
+            Notices = notices,
+            CountryRows = countryRows,
+            DeviationRows = countryRows
+                .Where(row => row.Difference.HasValue)
+                .OrderByDescending(row => Math.Abs(row.Difference!.Value))
+                .ToList(),
+            DataStatusRows = dataStatusRows,
+            CreditCandidates = BuildFinanceCreditCandidates(scopedRows),
+            DataQualityRows = BuildFinanceDataQualityRows(scopedRows)
         };
     }
 
+    private static async Task<List<ManagementFinanceDataStatusRow>> BuildFinanceDataStatusRowsAsync(AppDbContext db)
+    {
+        var sites = await db.Sites
+            .AsNoTracking()
+            .OrderBy(site => site.Land)
+            .ThenBy(site => site.TSC)
+            .ToListAsync();
+        var records = await db.CentralSalesRecords
+            .AsNoTracking()
+            .GroupBy(record => record.Tsc)
+            .Select(group => new
+            {
+                Tsc = group.Key,
+                RowCount = group.Count(),
+                LatestStoredAtUtc = group.Max(record => record.StoredAtUtc),
+                LatestExtractionDate = group.Max(record => record.ExtractionDate)
+            })
+            .ToListAsync();
+        var logs = await db.ExportLogs
+            .AsNoTracking()
+            .GroupBy(log => log.TSC)
+            .Select(group => new
+            {
+                Tsc = group.Key,
+                LatestTimestamp = group.Max(log => log.Timestamp)
+            })
+            .ToListAsync();
+        var latestLogTimes = logs.ToDictionary(x => x.Tsc, x => x.LatestTimestamp, StringComparer.OrdinalIgnoreCase);
+        var latestLogs = await db.ExportLogs
+            .AsNoTracking()
+            .Where(log => logs.Select(x => x.LatestTimestamp).Contains(log.Timestamp))
+            .ToListAsync();
+        var recordByTsc = records.ToDictionary(x => x.Tsc, StringComparer.OrdinalIgnoreCase);
+        var logByTsc = latestLogs
+            .Where(log => latestLogTimes.TryGetValue(log.TSC, out var timestamp) && log.Timestamp == timestamp)
+            .GroupBy(log => log.TSC, StringComparer.OrdinalIgnoreCase)
+            .ToDictionary(group => group.Key, group => group.OrderByDescending(log => log.Id).First(), StringComparer.OrdinalIgnoreCase);
+
+        return sites.Select(site =>
+        {
+            recordByTsc.TryGetValue(site.TSC, out var record);
+            logByTsc.TryGetValue(site.TSC, out var log);
+            return new ManagementFinanceDataStatusRow
+            {
+                Land = site.Land,
+                Tsc = site.TSC,
+                SourceSystem = site.SourceSystem,
+                IsActive = site.IsActive,
+                RowCount = record?.RowCount ?? 0,
+                LatestStoredAtUtc = record?.LatestStoredAtUtc,
+                LatestExtractionDate = record?.LatestExtractionDate,
+                LatestExportAt = log?.Timestamp,
+                LatestExportStatus = log?.Status ?? string.Empty,
+                ManualImportFilePath = site.ManualImportFilePath,
+                ManualImportLastUploadedAtUtc = site.ManualImportLastUploadedAtUtc
+            };
+        }).ToList();
+    }
+
+    private static List<ManagementFinanceCountryStatusRow> BuildFinanceCountryStatusRows(
+        IReadOnlyCollection<FinanceAggregationRow> rows,
+        IReadOnlyDictionary<string, decimal?> referenceByKey)
+        => rows
+            .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 =>
+            {
+                var rowList = group.ToList();
+                referenceByKey.TryGetValue(group.Key.CountryKey, out var referenceValue);
+                var actual = rowList.Sum(row => row.Value);
+                var difference = referenceValue.HasValue ? actual - referenceValue.Value : (decimal?)null;
+                return new ManagementFinanceCountryStatusRow
+                {
+                    Year = group.Key.Year,
+                    CountryKey = group.Key.CountryKey,
+                    Currency = group.Key.Currency,
+                    IncludedRows = rowList.Count(row => row.Include),
+                    ExcludedRows = rowList.Count(row => !row.Include),
+                    NetSalesActual = actual,
+                    SourceSystems = JoinDistinct(rowList.Select(row => row.SourceSystem)),
+                    Tscs = JoinDistinct(rowList.Select(row => row.Tsc)),
+                    ReferenceValue = referenceValue,
+                    Difference = difference,
+                    DifferencePercent = referenceValue is > 0m && difference.HasValue ? difference.Value / referenceValue.Value * 100m : null,
+                    Status = BuildFinanceStatus(difference)
+                };
+            })
+            .ToList();
+
+    private static List<ManagementFinanceCreditCandidateRow> BuildFinanceCreditCandidates(IEnumerable<FinanceAggregationRow> rows)
+        => rows
+            .Where(row => row.Value < 0m || row.RawSalesValue < 0m || LooksLikeCreditDocument(row.DocumentType, row.InvoiceNumber))
+            .GroupBy(row => new { row.CountryKey, row.Tsc, row.InvoiceNumber, row.DocumentType, row.Currency })
+            .Select(group =>
+            {
+                var rowList = group.ToList();
+                return new ManagementFinanceCreditCandidateRow
+                {
+                    CountryKey = group.Key.CountryKey,
+                    Tsc = group.Key.Tsc,
+                    InvoiceNumber = group.Key.InvoiceNumber,
+                    DocumentType = group.Key.DocumentType,
+                    Currency = group.Key.Currency,
+                    NetSalesActual = rowList.Sum(row => row.Value),
+                    Quantity = rowList.Sum(row => row.Quantity),
+                    Reason = BuildCreditReason(rowList)
+                };
+            })
+            .OrderBy(row => row.NetSalesActual)
+            .Take(100)
+            .ToList();
+
+    private static List<ManagementFinanceDataQualityRow> BuildFinanceDataQualityRows(IReadOnlyCollection<FinanceAggregationRow> rows)
+    {
+        var rowCount = rows.Count;
+        return new List<ManagementFinanceDataQualityRow>
+        {
+            BuildQualityRow("Fehlende Materialnummer", rows.Count(row => string.IsNullOrWhiteSpace(row.Material)), rowCount),
+            BuildQualityRow("Fehlende ProductGroup", rows.Count(row => string.IsNullOrWhiteSpace(row.ProductGroup)), rowCount),
+            BuildQualityRow("Fehlende Waehrung", rows.Count(row => string.IsNullOrWhiteSpace(row.Currency) || row.Currency == "-"), rowCount),
+            BuildQualityRow("Fehlender Kunde", rows.Count(row => string.IsNullOrWhiteSpace(row.CustomerName)), rowCount),
+            BuildQualityRow("Fehlendes Rechnungsdatum", rows.Count(row => !row.InvoiceDate.HasValue), rowCount),
+            BuildQualityRow("Fehlendes Buchungsdatum", rows.Count(row => !row.PostingDate.HasValue), rowCount),
+            BuildQualityRow("Nullwerte im Finance-Wert", rows.Count(row => row.Value == 0m), rowCount),
+            BuildQualityRow("Ausgeschlossene Zeilen", rows.Count(row => !row.Include), rowCount)
+        }
+        .Where(row => row.Count > 0)
+        .OrderByDescending(row => row.Count)
+        .ThenBy(row => row.Issue, StringComparer.OrdinalIgnoreCase)
+        .ToList();
+    }
+
+    private static ManagementFinanceDataQualityRow BuildQualityRow(string issue, int count, int totalRows)
+    {
+        var share = totalRows == 0 ? 0m : count / (decimal)totalRows;
+        return new ManagementFinanceDataQualityRow
+        {
+            Issue = issue,
+            Count = count,
+            Severity = count == 0 ? "Info" : share >= 0.2m ? "Warning" : "Info"
+        };
+    }
+
+    private static string BuildFinanceStatus(decimal? difference)
+    {
+        if (!difference.HasValue)
+            return "Kein Sollwert";
+
+        return Math.Abs(difference.Value) <= 1m ? "OK" : "Pruefen";
+    }
+
+    private static bool LooksLikeCreditDocument(string documentType, string invoiceNumber)
+    {
+        var text = $"{documentType} {invoiceNumber}".Trim();
+        return text.Contains("credit", StringComparison.OrdinalIgnoreCase) ||
+               text.Contains("gutsch", StringComparison.OrdinalIgnoreCase) ||
+               text.Contains("storno", StringComparison.OrdinalIgnoreCase) ||
+               text.Contains("abono", StringComparison.OrdinalIgnoreCase) ||
+               text.Contains("rec", StringComparison.OrdinalIgnoreCase) ||
+               invoiceNumber.StartsWith("GS", StringComparison.OrdinalIgnoreCase);
+    }
+
+    private static string BuildCreditReason(IEnumerable<FinanceAggregationRow> rows)
+    {
+        var rowList = rows.ToList();
+        var reasons = new List<string>();
+        if (rowList.Any(row => row.Value < 0m))
+            reasons.Add("negativer Finance-Wert");
+        if (rowList.Any(row => row.RawSalesValue < 0m))
+            reasons.Add("negativer Rohwert");
+        if (rowList.Any(row => LooksLikeCreditDocument(row.DocumentType, row.InvoiceNumber)))
+            reasons.Add("Belegtyp/-nummer");
+        return string.Join(", ", reasons.Distinct(StringComparer.OrdinalIgnoreCase));
+    }
+
+    private static string JoinDistinct(IEnumerable<string> values)
+    {
+        var distinct = values
+            .Where(value => !string.IsNullOrWhiteSpace(value))
+            .Select(value => value.Trim())
+            .Distinct(StringComparer.OrdinalIgnoreCase)
+            .OrderBy(value => value, StringComparer.OrdinalIgnoreCase)
+            .ToList();
+        return distinct.Count == 0 ? "-" : string.Join(", ", distinct);
+    }
+
     private static IEnumerable<CentralAggregationRow> ApplyCentralDimensionFilters(
         IEnumerable<CentralAggregationRow> rows,
         ManagementCockpitAnalysisOptions? options)
@@ -1090,9 +1314,22 @@ public class ManagementCockpitService : IManagementCockpitService
     {
         public int Year { get; set; }
         public string CountryKey { get; set; } = string.Empty;
+        public string Land { get; set; } = string.Empty;
+        public string Tsc { get; set; } = string.Empty;
+        public string SourceSystem { get; set; } = string.Empty;
         public string Currency { get; set; } = string.Empty;
         public bool Include { get; set; }
         public decimal Value { get; set; }
+        public decimal RawSalesValue { get; set; }
+        public decimal Quantity { get; set; }
+        public string InvoiceNumber { get; set; } = string.Empty;
+        public string DocumentType { get; set; } = string.Empty;
+        public string Material { get; set; } = string.Empty;
+        public string ProductGroup { get; set; } = string.Empty;
+        public string CustomerName { get; set; } = string.Empty;
+        public DateTime? PostingDate { get; set; }
+        public DateTime? InvoiceDate { get; set; }
+        public DateTime ExtractionDate { get; set; }
     }
 
     private sealed record AggregationSelection(

TrafagSalesExporter/TrafagSalesExporter.Tests/ManagementCockpitServiceTests.cs

@@ -255,6 +255,64 @@ public class ManagementCockpitServiceTests : IDisposable
         Assert.Contains("DE", result.CountryOptions);
     }
 
+    [Fact]
+    public async Task AnalyzeFinanceSummaryAsync_Builds_Dashboard_Tab_Data()
+    {
+        await using (var db = await _dbFactory.CreateDbContextAsync())
+        {
+            db.Sites.Add(new Site
+            {
+                Id = 2,
+                HanaServerId = null,
+                Schema = "de",
+                TSC = "TRDE",
+                Land = "Deutschland",
+                SourceSystem = "MANUAL_EXCEL",
+                IsActive = true
+            });
+            db.FinanceReferences.RemoveRange(db.FinanceReferences);
+            db.FinanceReferences.Add(new FinanceReference
+            {
+                Key = "DE",
+                Label = "Trafag DE",
+                Year = 2025,
+                LocalCurrencyValue = 120m,
+                IsActive = true
+            });
+            db.ExportLogs.Add(new ExportLog
+            {
+                SiteId = 1,
+                Timestamp = new DateTime(2025, 1, 20, 10, 0, 0),
+                Land = "Deutschland",
+                TSC = "TRDE",
+                Status = "OK",
+                RowCount = 2,
+                FileName = "de.xlsx",
+                FilePath = "de.xlsx"
+            });
+            await db.SaveChangesAsync();
+        }
+
+        await SeedCentralRowsAsync(
+            CreateRow("MANUAL_EXCEL", "Deutschland", "TRDE", "INV-1", "EUR", 100m, new DateTime(2025, 1, 10)),
+            CreateRow("MANUAL_EXCEL", "Deutschland", "TRDE", "GS-1", "EUR", -20m, new DateTime(2025, 1, 11), quantity: -1m),
+            CreateRow("MANUAL_EXCEL", "Deutschland", "TRDE", "INV-2", "EUR", 0m, new DateTime(2025, 1, 12)));
+
+        var result = await _service.AnalyzeFinanceSummaryAsync(2025, "DE", null);
+
+        var country = Assert.Single(result.CountryRows);
+        Assert.Equal("DE", country.CountryKey);
+        Assert.Equal(80m, country.NetSalesActual);
+        Assert.Equal(120m, country.ReferenceValue);
+        Assert.Equal(-40m, country.Difference);
+        Assert.Equal("Pruefen", country.Status);
+
+        Assert.Single(result.DeviationRows);
+        Assert.Contains(result.DataStatusRows, row => row.Tsc == "TRDE" && row.RowCount == 3 && row.LatestExportStatus == "OK");
+        Assert.Contains(result.CreditCandidates, row => row.InvoiceNumber == "GS-1" && row.NetSalesActual == -20m);
+        Assert.Contains(result.DataQualityRows, row => row.Issue == "Nullwerte im Finance-Wert" && row.Count == 1);
+    }
+
     private async Task SeedCentralRowsAsync(params CentralSalesRecord[] rows)
     {
         await using var db = await _dbFactory.CreateDbContextAsync();

TrafagSalesExporter/docs/rag/FINANCE.md

@@ -7,6 +7,7 @@ Stand: 2026-05-27
 - Fuehrende Sicht: `Finance Summary`.
 - `Finance Summary` nutzt dieselbe `FinanceRuleEngine` wie das zentrale Excel.
 - `Management Analyse` bleibt Diagnose-/Plausibilitaetssicht, nicht fuehrende Finance-Zahl.
+- `Management Analyse` hat zusaetzliche Finance-Reiter fuer Laender, Datenstatus, Abweichungen, Gutschriften-Kandidaten und Datenqualitaet.
 - Filter fuer Jahr, Land und Waehrung wirken auf das Finance-Endergebnis.
 - Standard-Ist bleibt inklusive Positionen; Intercompany/2nd-party wird separat ausgewiesen.
 
@@ -24,6 +25,15 @@ Stand: 2026-05-27
 - IT: Nach neuem IT-Export pruefen, ob die vollstaendige `Trafag Italia`-Summe sichtbar wird.
 - ES: Differenz zu Rhino/check.xlsx bleibt fachlich zu klaeren.
 
+## Management-Analyse-Reiter
+
+- `Finance Summary`: KPI-Karten und Summen wie im zentralen Excel.
+- `Laender`: Ist, Soll, Differenz, Status, Quelle und TSC je Land/Waehrung.
+- `Datenstatus`: Standortbestand, letzte Speicherung, letzter Export, Manual-Import-Hinweise.
+- `Abweichungen`: Soll/Ist-Abweichungen sortiert nach Betrag.
+- `Gutschriften`: technische Kandidaten ueber negative Werte und erkennbare Belegtypen/-nummern.
+- `Datenqualitaet`: fehlende Materialnummern, ProductGroup, Waehrung, Kunde, Datum, Nullwerte und ausgeschlossene Zeilen.
+
 ## Land-Kurzindex
 
 | Land | Kurzregel |

TrafagSalesExporter/lastchange.md

@@ -12,6 +12,26 @@ Diese Datei ist fuer tokenarme RAG-Nutzung komprimiert.
 - Letzte dokumentierte Validierung: Build erfolgreich, Tests `78/78` gruen.
 - Neu dokumentiert: Produktsparten-Mapping fuer Group Sales Report ueber TR-AG-Artikelstamm und separate Mapping-Tabelle.
 - Neu dokumentiert: Upgreat-Firewall-Freigabe muss fuer den publizierten Webserver `10.120.1.17` erfolgen, nicht fuer den lokalen Entwicklungs-PC.
+- Neu umgesetzt: `Management Analyse` im Finance Cockpit hat zusaetzliche Reiter fuer Laender, Datenstatus, Abweichungen, Gutschriften-Kandidaten und Datenqualitaet.
+
+## Nachtrag 2026-05-28 Finance Management Analyse Reiter
+
+Umgesetzt:
+
+- `Management Analyse` erweitert die bestehende `Finance Summary` um weitere Reiter im Cockpit-Stil.
+- Neue Reiter:
+  - `Laender`
+  - `Datenstatus`
+  - `Abweichungen`
+  - `Gutschriften`
+  - `Datenqualitaet`
+- Grundlage sind vorhandene Daten aus `CentralSalesRecords`, `FinanceReferences`, `Sites` und `ExportLogs`.
+- Keine neuen Fachregeln eingefuehrt:
+  - Gutschriften-Reiter zeigt technische Kandidaten.
+  - Datenqualitaet zeigt technische Pruefpunkte.
+  - Produktsparten-/Produktfamilienlogik bleibt bis Kendra-Mapping offen.
+- Test ergaenzt: `AnalyzeFinanceSummaryAsync_Builds_Dashboard_Tab_Data`.
+- Validierung: `dotnet test TrafagSalesExporter.sln --verbosity minimal` mit `79/79` Tests gruen.
 
 ## Nachtrag 2026-05-27 Produktsparten-Mapping